Fidelity Investments
San Jose or Palo Alto or Mountain View or Los Gatos or Monterey or Campbell or Sunnyvale

Client Support Specialist - Greater San Jose, CA Area (REMOTE)

Remote$44,000 - $80,000/yrPosted Jul 22, 2026

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Job details

Location
San Jose or Palo Alto or Mountain View or Los Gatos or Monterey or Campbell or Sunnyvale
Work type
Remote
Compensation
$44,000 - $80,000/yr
Posted
Jul 22, 2026
Apply on
jobs.fidelity.com

About this role

Requires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer service, communication, problem-solving, influence, and organizational skills.

What you'll do at Fidelity Investments:

  • engaging customers
  • resolving requests
  • processing transactions

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About Fidelity Investments

Fidelity Investments
San Jose or Palo Alto or Mountain View or Los Gatos or Monterey or Campbell or Sunnyvale