Customer Support Specialist

Company: Financial Advisory Workforce
Location: Albuquerque
Posted on: April 1, 2026

Job Description:

Fidelity Investments, a global leader in financial services, is seeking a Customer Support Specialist to join our team in Boston, MA. In this role, you will be the first point of contact for our clients, providing expert advice and support on our extensive range of financial products, including retirement planning and brokerage services. Our ideal candidate has a passion for helping clients with their financial needs and possesses an in-depth understanding of financial service offerings. This role requires excellent communication skills, a detail-oriented approach, and the ability to handle sensitive client information with utmost confidentiality. Respond to customer inquiries via phone, email, and live chat providing comprehensive financial advice and support. Educate clients on the details of financial products and services available, helping them make informed decisions. Troubleshoot and resolve customer concerns related to account management, service provisions, and product options. Collaborate with other teams, such as sales and technical departments, to ensure a holistic client support experience. Keep detailed records of customer interactions, transactions, comments, and complaints. Maintain a deep knowledge of company products and services to offer tailored solutions to clients. Ensure the security and privacy of client data in accordance with company policies and legal regulations. Strong understanding of financial services and products Excellent communication and interpersonal skills Proficiency in CRM software and MS Office Suite Ability to handle sensitive information confidentially Strong problem-solving skills and attention to detail 401k Preferred: Certified Financial Planner (CFP) or similar credentials

Keywords: Financial Advisory Workforce, Rio Rancho , Customer Support Specialist, Customer Service & Call Center , Albuquerque, New Mexico