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Corporate Registration VerifiedUK Companies House registration standing active
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:Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJNote: Fidelity will not provide immigration sponsorship for this position.Client Support SpecialistWe have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia 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.The Purpose of Your RoleAs 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 DeliverEngaging 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 requestsThe Expertise We're Looking ForSeries 7 requiredSeries 63 preferred (paid training & support provided)2-3 years of previous experience working in the financial services industryStrong technological savvy and comfort with learning how to use new toolsThe Skills You BringYou have a broad-based knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsAbility to effectively influence others and use consultative skills to enrich the customer experienceOur Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer 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.Fidelity's Onsite Working ModelFidelity 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.The base salary range for this position is $44,000-80,000 USD 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. Note, the application window closes when the position is filled or unposted.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 - FINRACategory:Customer Service
Candidate Selection & Onboarding Process
1
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
2
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
3
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
4
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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United Kingdom Right to Work & Skilled Worker Visa Guide
Corridor Intelligence
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
🇬🇧Skilled Worker Visa (Tier 2)
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
🏛️Settlement (ILR) Pathway
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Based on transatlantic hiring benchmarks for Client Support Specialist - Greater Philadelphia, PA Area (REMOTE) roles across Fidelity Investments's corporate sector, successful applicants typically excel across three core dimensions:
1. Domain Competency
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Sales.
2. Behavioral & Leadership
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
3. Compensation Alignment
Total compensation expectation aligned within the benchmarked £32,966 - £50,804 bracket, including retirement vesting and health parity.
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