Client Support Specialist Greater New Jersey Area - Jersey City New Jersey

Company: Financial Advisory Workforce
Location: Jersey City, New Jersey
Posted On: 04/02/2026

Fidelity Investments, a premier global financial services provider, is seeking a dedicated Client Support Specialist for the Greater New Jersey Area. This role is ideal for individuals who thrive in a dynamic, client-driven environment and are proficient in providing exceptional customer support while understanding financial service essentials. The specialist will be a crucial part of our team, offering first-class service to our clients and helping them navigate our comprehensive range of financial products. Provide detailed support and information to clients regarding financial products and services. Address client inquiries and resolve issues promptly to sustain client satisfaction. Educate clients on account services and capabilities. Maintain accurate records of client interactions and transactions. Help clients navigate through online and mobile platforms. Collaborate with team members to find solutions and improve client service procedures. Strong understanding of financial services and products. Excellent communication and interpersonal skills. Proficient in CRM software and Microsoft Office. Ability to handle multiple tasks in a fast-paced environment. Capability to resolve issues and maintain professionalism in challenging situations. Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k FINRA Securities Industry Essentials (SIE) certificate is preferred. Professional certification in customer service (e.g., CCCS - Certified Customer Service Specialist) is an asset. More...

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