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United Kingdom (UK) 🛡️ UK Work Eligibility 💼 external
Fidelity Investments - Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)
Fidelity Investments ✓ Verified Employer

Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)

Verified Base Compensation
£29,056 - £40,818 / year
£2,421 - £3,402 / mo Apply Now →
Official Specifications

Role Overview & Mandate

Executive Summary

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, Ma...

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Sources: USCIS E-Verify & Home Office CoS

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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
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Compensation Analytics

Estimated Take-Home Pay

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Projected statutory deductions based on standard single-filer baseline tax regulations in the United Kingdom corridor.

Gross Annual Package £29,056 - £40,818
Est. Income Tax Band 20% Basic Rate Band
Statutory Insurance / FICA 8% Class 1 National Insurance (NI)
Estimated Monthly Net £1,937 - £2,653 / mo
Regional Economics

Cost of Living (Flexible / Remote)

Bureau Data
Est. Rent (1-Bed)
£1,100 - £1,750
Monthly Utilities
£140 - £210
Cost Index
112.5
Disposable Tier
Top 15% Rank
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Compliance Standards

Work Authorization Framework

Verified Status: UK Work Eligibility
Corridor: UK Employment Corridor
🛡️ Zero Fee: Direct corporate recruitment with zero placement charges.

Candidate Selection Pipeline

Direct Corridor Track
01
Direct Apply

Submit verified credentials & CV.

02
HR Screening

2-4 day credential verification.

03
Technical Panel

In-depth domain & team interview.

04
Official Offer

Corridor contract & relocation.

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