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Added 4 hours ago
Senior Manager, Product Management , Wealth AI
Fidelity Brokerage Services LLC
Covington, KY
Added 4 hours ago
FB
Financial Services Representative - San Jose, CA
Fidelity Brokerage Services LLC
San Jose, CA
- $45,000 to $75,000 USD / year
Added 4 hours ago
FB
Financial Services Representative - Monterey, CA
Fidelity Brokerage Services LLC
Monterey, CA
- $45,000 to $75,000 USD / year
Added 4 hours ago
FB
Financial Services Representative - San Francisco, CA
Fidelity Brokerage Services LLC
San Francisco, CA
- $45,000 to $75,000 USD / year
Added 4 hours ago
FB
Financial Services Representative - Burlingame, CA
Fidelity Brokerage Services LLC
Burlingame, CA
- $45,000 to $75,000 USD / year
Added 11 hours ago
Financial Services Representative - Dayton, OH
Fidelity Brokerage Services LLC
Beavercreek, OH
Added 11 hours ago
Financial Services Representative - South Hills, PA
Fidelity Brokerage Services LLC
Pittsburgh, PA
Added 12 hours ago
Financial Services Representative - Austin, TX (Domain)
Fidelity Brokerage Services LLC
Austin, TX
Added 12 hours ago
FB
Intern, Investor Center - Hingham, MA
Fidelity Brokerage Services LLC
Hingham, MA
- $20 to $32 USD / hour
Added 15 hours ago
Director, Financial Reporting Team Leader - Stock Plan Services
Fidelity Brokerage Services LLC
Covington, KY
Added 15 hours ago
FB
Financial Services Representative - Washington, DC
Fidelity Brokerage Services LLC
United States
- $45,000 to $75,000 USD / year
Added 15 hours ago
Financial Services Representative - Villanova, PA
Fidelity Brokerage Services LLC
797 EAST LANCASTER AVE SUITE 100 VILLANOVA, PA
Added 15 hours ago
Financial Services Representative - Greenville, DE
Fidelity Brokerage Services LLC
Greenville, DE
Added 15 hours ago
Financial Services Representative - Grand Rapids, MI
Fidelity Brokerage Services LLC
Grand Rapids, MI
Added 15 hours ago
Financial Services Representative - Farmington Hills, MI
Fidelity Brokerage Services LLC
Farmington Hills, MI
Added 1 day ago
FB
Financial Representative - Tukwila, WA
Fidelity Brokerage Services LLC
Tukwila, WA · Seattle, WA
- $45,000 to $75,000 USD / year
Added 1 day ago
Vice President, Wealth Planner - Scottsdale
Fidelity Brokerage Services LLC
United States
Added 1 day ago
Investment Management Consultant II - Westlake, TX
Fidelity Brokerage Services LLC
Westlake, TX
Added 1 day ago
Financial Consultant - Jacksonville, FL
Fidelity Brokerage Services LLC
Jacksonville, FL
Added 1 day ago
FB
Investment Consultant - Lincoln Center, NY
Fidelity Brokerage Services LLC
NY
- $59,000 to $74,000 USD / year
Added 1 day ago
Senior Manager, Content
Fidelity Brokerage Services LLC
Smithfield, RI
Added 1 day ago
FB
Benefits and Planning Consultant - South Atlantic Region
Fidelity Brokerage Services LLC
Jacksonville, FL · Covington, KY · Baltimore, MD · Durham, NC
- $66,000 to $125,000 USD / year
Added 1 day ago
Investment Consultant - Jacksonville, FL
Fidelity Brokerage Services LLC
Jacksonville, FL
Added 1 day ago
Investment Consultant - Villanova, PA
Fidelity Brokerage Services LLC
797 EAST LANCASTER AVE SUITE 100 VILLANOVA, PA
Added 2 days ago
Financial Services Representative - Cleveland East, OH
Fidelity Brokerage Services LLC
200 PINECREST DRIVE ORANGE, OH

Fidelity Brokerage Services LLC

Client Support Specialist-Merrimack

Merrimack, NH, 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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