Talent.com
Client Support Specialist Greater New Jersey Area (REMOTE)
Client Support Specialist Greater New Jersey Area (REMOTE)Fidelity • Princeton, NJ, US
[error_messages.no_longer_accepting]
Client Support Specialist Greater New Jersey Area (REMOTE)

Client Support Specialist Greater New Jersey Area (REMOTE)

Fidelity • Princeton, NJ, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters.remote]
[job_card.job_description]

Client Support Specialist

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.

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 : Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater.

As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

The value you deliver includes :

  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
  • Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

The expertise we're looking for includes :

  • Series 7 required
  • Series 63 preferred (paid training & support provided)
  • 2-3 years of previous experience working in the financial services industry
  • Strong technological savvy and comfort with learning how to use new tools
  • The skills you bring include :

  • A broad-based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Ability to effectively influence others and use consultative skills to enrich the customer experience
  • Our investments in you include a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

    The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

    Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

    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.

    Certifications : Series 07 - FINRA, Series 63 - FINRA

    Category : Customer Service, Relationship Management, Sales

    [job_alerts.create_a_job]

    Client Support Specialist • Princeton, NJ, US

    [internal_linking.similar_jobs]
    Client Support Representative - Customer Assessment

    Client Support Representative - Customer Assessment

    Caresoft Inc. • Raritan, NJ, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Title : Client Support Representative - Customer Assessment Duration : 6 Months Location : Raritan, NJ [show_more]
    [last_updated.last_updated_variable_days]
    Claims Specialist - Public Entity

    Claims Specialist - Public Entity

    Munich RE • Princeton, NJ, United States
    [job_card.full_time]
    Chicago, United States; Atlanta, United States; Philadelphia, United States; Princeton, United States;.We are adding to our diverse team of experts and are looking to hire those who are committed t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Associate - Private Client Services (PCS)

    Tax Senior Associate - Private Client Services (PCS)

    EisnerAmper • Princeton, NJ, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, Client Services

    Manager, Client Services

    Syneos Health / inVentiv Health Commercial LLC • Bridgewater, NJ, United States
    [job_card.full_time]
    You're driven, resourceful, and above all else - remarkably smart.You will be responsible for building a trusted relationship with the customer contacts as well as becoming the.Syneos Health accoun...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Crypto Trader

    Remote Crypto Trader

    Maverick Currencies • Trenton, NJ
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Trenton, NJ
    [filters.remote]
    [job_card.full_time] +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Specialist

    Client Services Specialist

    VirtualVocations • Hamilton, New Jersey, United States
    [job_card.full_time]
    A company is looking for a Client Services Specialist.Key Responsibilities Resolve tickets submitted to Application Support by internal and external stakeholders Perform root cause analysis and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Care Specialist

    Client Care Specialist

    H&R Block • Trenton, NJ, US
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Support Associate

    Client Support Associate

    Jackson Hewitt - AGD • Mount Holly, NJ, US
    [job_card.full_time] +1
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Clinical Support Technician •Various Shifts Available •

    Clinical Support Technician •Various Shifts Available •

    Quadrant Health Group • Princeton Junction, NJ, US
    [job_card.full_time]
    Join our dynamic team at Quadrant Health Group! Wellness Recovery Center NJ.Quadrant Health Group, is seeking passionate and skilled Clinical Support Technicians to join our growing team.Our Outpat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    TurboTax Customer Service Specialist - Remote ($18.50 per hour plus Bonus)

    TurboTax Customer Service Specialist - Remote ($18.50 per hour plus Bonus)

    TurboTax • Trenton, New Jersey
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Direct Support Professional

    Direct Support Professional

    BrightSpring Health Services • Ewing, NJ, United States
    [job_card.part_time]
    ResCare Community Living - Direct Support Professional.Thank you for reviewing our Direct Support Professional position at ResCare Community Living. As a DSP, you play a crucial role in helping us p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Customer Support Associate

    Remote Customer Support Associate

    TurboTax • Trenton, New Jersey
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Instructional Support Specialist

    Instructional Support Specialist

    InsideHigherEd • Ewing, New Jersey, United States
    [job_card.full_time] +1
    Appointment Type : Temporary (Full-time).Expected Term : June 27th, 2026 – August 7th, 2026; extension contingent on funding and business need. The College of New Jersey (TCNJ) is a highly selective i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Direct Support Professional (DSP) | Weekends

    Direct Support Professional (DSP) | Weekends

    Benchmark Human Services • Bridgewater, NJ, United States
    [job_card.full_time]
    Benchmark is a national leader in providing programs to individuals with disabilities and mental illness.The Branchburg office is seeking qualified and caring people to work as Direct Support Profe...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Portfolio Specialist

    Commercial Portfolio Specialist

    Robert Half • Whitehouse Station, NJ, US
    [job_card.full_time]
    We are looking for a dedicated Commercial Portfolio Specialist to join our team in Whitehouse Station, New Jersey.This role involves managing a portfolio of commercial clients, assessing credit ris...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Residential Support Specialist

    Residential Support Specialist

    InsideHigherEd • Ewing, New Jersey, United States
    [job_card.full_time] +1
    Appointment Type : Temporary (Full-time).Expected Term : June 27th, 2026 – August 7th, 2026; extension contingent on funding and business need. The College of New Jersey (TCNJ) is a highly selective i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Support Specialist

    Client Support Specialist

    VirtualVocations • Hamilton, New Jersey, United States
    [job_card.full_time]
    A company is looking for a Client Support Specialist.Key Responsibilities Maintain and respond to support / task tickets in the help desk system Own a variety of client requests from start to fini...[show_more]
    [last_updated.last_updated_30] • [promoted]