Client Support Specialist - Greater Portland, OR Area (REMOTE)

Job Description:To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Portland, Vancouver, Beaverton, Tigard As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. TheTeam While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. TheExpertiseYou Have Series 7 requiredSeries 63 or ability to obtain within 90 days2-3 years of previous financial services experienceTheSkillsYou Bring Broad based knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsStrong verbal and written communication skillsAbility to effectively influence othersRobust time management and organizational skillsTheValueYou Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requestsDeliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the clientUncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the clientCollaborate with internal business partners to research and resolve complex client requestsConduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestCertifications: Series 07 - FINRA, Series 63 - FINRACategory:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.