Summary written by USA Jobs 24 from Fidelity Investments' advert and our data on 16,857 current US jobs. How we check every job
At a glance
Fidelity Investments is hiring a Client Support Specialist - Greater San Jose, CA Area (REMOTE) in San Jose, CA; Mountain View, CA +5. It is a full-time role in Customer Success & Support, asking for at least 2 years of experience, first listed on November 13. The advertised pay is $44,000–$80,000 a year. Fidelity Investments has 99 other openings in the US, 3 of them in San Jose, CA. Across all employers on USA Jobs 24 there are 2 Customer Service openings in San Jose, CA today; the typical one asks for 5 years and advertises about $319,000 a year at the midpoint.
How the pay compares
Fidelity Investments advertises $44,000 to $80,000 a year, a midpoint of $62,000 a year. Where an offer lands in a range usually depends on experience and on the exact location. That is lower than about 100% of the 35 customer service jobs in California that publish a yearly rate on USA Jobs 24, where the typical midpoint is $151,000 a year. To see roughly what this leaves after federal and California tax, try our take-home pay calculator.
Before you apply
- Check it is still open. We found this job on Fidelity Investments' Workday site on November 13 and checked it again November 13, 5:17 AM ET. When an employer takes a job down, we remove it at our next daily update.
- Check the location works for you. This role is based in San Jose, CA (or one of 6 other locations). If you would need to move, ask whether relocation help is offered.
- Match the experience. The advert asks for at least 2 years of experience. If you are a little short, a close match on the skills in the advert can still win an interview.
- Know your number. Decide the lowest offer you would accept before the first call. Our salary negotiation guide explains how to ask for more.
- Apply only through Fidelity Investments' own site. Our Apply button goes straight to Fidelity Investments' Workday page. If anyone contacts you about this job and asks for money, gift cards or bank details, stop and check it with our scam checker. Read how to spot a fake job offer.
About hiring at Fidelity Investments
Fidelity Investments has 100 openings on USA Jobs 24 today across 24 states. Most are in finance & banking (52), customer service (20) and software & IT (7). The biggest locations are Boston, MA (9), Merrimack, NH (8) and Westlake, TX (7). 8% of them are remote, 2% are open to entry-level candidates and 48% show pay. We collect Fidelity Investments' jobs every day straight from its own careers system (Workday), never from job boards or agencies.
The employer's advert
This is Fidelity Investments' own description of the job, copied word for word from its careers site. We have not edited it.
Show the full advert from Fidelity InvestmentsHide the advert644 words
Fidelity will not provide immigration sponsorship for this position.
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:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
Note: Fidelity will not provide immigration sponsorship for this position.
Client Support Specialist
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Fidelity’s Onsite Working Model
Fidelity 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.
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 ServiceUSA Jobs 24 copied this listing from Fidelity Investments' official careers site on November 13, 2026 and checked it again November 13, 5:17 AM ET. Fidelity Investments will never ask you to pay to apply or to buy equipment with a check they send you. If anyone does, it is a scam.
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