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Added 1 hour ago
Senior Manager, HR Operations Business Analyst.
Fidelity Brokerage Services LLC
Covington, KY
Added 1 hour ago
VP, Wealth Planner - Dunwoody, GA
Fidelity Brokerage Services LLC
United States
Added 1 hour ago
FB
Investment Consultant- Bridgewater, NJ
Fidelity Brokerage Services LLC
Bridgewater, NJ
- $59,000 to $74,000 USD / year
Added 1 hour ago
Client Support Specialist-Smithfield, RI
Fidelity Brokerage Services LLC
Smithfield, RI
Added 1 hour ago
Client Support Specialist-Salt Lake City
Fidelity Brokerage Services LLC
Salt Lake City, UT
Added 1 hour ago
Client Support Specialist-Westlake
Fidelity Brokerage Services LLC
Salt Lake City, UT
Added 1 hour ago
Client Support Specialist-Covington
Fidelity Brokerage Services LLC
Covington, KY
Added 1 hour ago
FB
Client Support Specialist-Denver
Fidelity Brokerage Services LLC
Greenwood Village, CO
- $44,000 to $80,000 USD / year
Added 1 hour ago
Planning and Advice Associate - Salt Lake City, Utah
Fidelity Brokerage Services LLC
Salt Lake City, UT
Added 17 hours ago
Senior Implementation Project Manager - Stock Plan Services
Fidelity Brokerage Services LLC
Covington, KY
Added 21 hours ago
Director, Product and Service Consultant- Tax Exempt Market
Fidelity Brokerage Services LLC
Merrimack, NH
Added 1 day ago
Investment Consultant - Cincinnati, OH
Fidelity Brokerage Services LLC
Cincinnati, OH
Added 1 day ago
FB
VP, Branch Leader - Marlton, NJ
Fidelity Brokerage Services LLC
United States
- $96,000 to $210,000 USD / year
Added 1 day ago
Director, Advanced Planning
Fidelity Brokerage Services LLC
Jacksonville, FL · Durham, NC · Miami, FL · Atlanta, GA · Tampa, FL
Added 1 day ago
FB
Financial Consultant - Burbank, CA
Fidelity Brokerage Services LLC
Burbank, CA
- $60,000 to $75,000 USD / year
Insurance license required
Added 1 day ago
FB
Planning Consultant - Annapolis, MD
Fidelity Brokerage Services LLC
Annapolis, MD
- $66,000 to $125,000 USD / year
Added 3 days ago
FB
VP, Investment Services - Group Manager
Fidelity Brokerage Services LLC
United States
- $130,000 to $264,000 USD / year
Added 4 days ago
Retirement Planner - Tampa, FL
Fidelity Brokerage Services LLC
Tampa, FL
Added 4 days ago
Relationship Manager - Beaverton, OR
Fidelity Brokerage Services LLC
Portland, OR
Added 4 days ago
FB
Financial Consultant - Seattle, WA
Fidelity Brokerage Services LLC
Seattle, WA
- $60,000 to $75,000 USD / year
Added 4 days ago
FB
Senior Executive Assistant
Fidelity Brokerage Services LLC
Boston, MA
- $60,000 to $92,000 USD / year
Added 4 days ago
Financial Reporting Analyst - Stock Plan Services
Fidelity Brokerage Services LLC
Covington, KY
Added 4 days ago
Director, Talent Management
Fidelity Brokerage Services LLC
Covington, KY
Added 4 days ago
FB
Wealth Planner - Orland Park, IL
Fidelity Brokerage Services LLC
Orland Park, IL · Chicago, IL
- $96,000 to $210,000 USD / year
Insurance license required
Added 5 days ago
Financial Consultant - Charleston, SC
Fidelity Brokerage Services LLC
Mt. Pleasant, SC

Fidelity Brokerage Services LLC

Client Support Specialist-Covington

Covington, KY, United States

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Job details

Experience: 2-3 years of previous financial services experience
Posting language: English
Posted: Nov 10, 2026

Original job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role 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.

The Expertise & Skills You Bring

Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
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 requests

The Team 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. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer ServicePlease 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.

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More about this job

Skills

Sales
Financial planning
Customer service
Communication skills
Time management
Organizational skills
Communicate with customers
Transaction processing
Securities

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