As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented ... trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is ...
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented ... trades and other specialized monetary requests Fidelity's Onsite Working Model Fidelity is ...
Technical Pre-Sale & Product Specialist (Capital Markets Technology) (Remote)
West Lafayette, IN · Remote
Position Responsibilities - Support and gradually take ownership of product demonstrations for ... trading environments, workflows, technical architectures, and integration challenges in order to ...
Technical Pre-Sale & Product Specialist (Capital Markets Technology) (Remote)
West Lafayette, IN · Remote
Position Responsibilities - Support and gradually take ownership of product demonstrations for ... trading environments, workflows, technical architectures, and integration challenges in order to ...
... supported, as a whole person, at work and beyond. Together, Every Step is how we continue to ... Remote - US Interested applicants must reside in one of the following approved states: Arizona ...
... supported, as a whole person, at work and beyond. Together, Every Step is how we continue to ... Remote - US Interested applicants must reside in one of the following approved states: Arizona ...
$26.88 - $35.82/hr
What We Do Provides expertise and supervision to escrow support staff in centralized clerical ... trade secret information belonging to First American or its customers, administrating or ...
$26.88 - $35.82/hr
What We Do Provides expertise and supervision to escrow support staff in centralized clerical ... trade secret information belonging to First American or its customers, administrating or ...
Training and mentorship Ideal Fit Someone who is done trading time for money and ready to bet on ... support parts of the hiring process, such as reviewing applications, analyzing resumes, or ...
Training and mentorship Ideal Fit Someone who is done trading time for money and ready to bet on ... support parts of the hiring process, such as reviewing applications, analyzing resumes, or ...
Services Project Coordinator (Remote) CST
Indianapolis, IN · Remote
$17.73 - $29.61/hr
... support to customers who purchase installation job(s). The Services Project Coordinator is ... trade experts and providing disaster relief to communities in need. For more information, visit ...
Services Project Coordinator (Remote) CST
Indianapolis, IN · Remote
$17.73 - $29.61/hr
... support to customers who purchase installation job(s). The Services Project Coordinator is ... trade experts and providing disaster relief to communities in need. For more information, visit ...
Indianapolis, IN (Onsite) / Portland, OR (Remote) / Phoenix, AZ (Remote) The Mid-Level Process ... The role supports senior team members by developing budget estimates, reviewing trade pricing, and ...
Quick apply
Indianapolis, IN (Onsite) / Portland, OR (Remote) / Phoenix, AZ (Remote) The Mid-Level Process ... The role supports senior team members by developing budget estimates, reviewing trade pricing, and ...
Senior Accountant
Indianapolis, IN · Remote
$70K - $88K/yr
Experience auditing or working with publicly traded companies * Stable work history * CPA or active ... Competitive compensation, bonus, PTO, 401(k) match, and CPA support #LI-LS1 #LI-Remote
Senior Accountant
Indianapolis, IN · Remote
$70K - $88K/yr
Experience auditing or working with publicly traded companies * Stable work history * CPA or active ... Competitive compensation, bonus, PTO, 401(k) match, and CPA support #LI-LS1 #LI-Remote
CSA Cost Estimator
Indianapolis, IN · On-site +1
$100K - $115K/yr
Indianapolis, IN (Onsite) / Portland, OR (Remote) / Phoenix, AZ (Remote) Salary: $100,000-$115,000 ... Applies construction cost standards, including union and trade-based pricing structures, to support ...
Quick apply
CSA Cost Estimator
Indianapolis, IN · On-site +1
$100K - $115K/yr
Indianapolis, IN (Onsite) / Portland, OR (Remote) / Phoenix, AZ (Remote) Salary: $100,000-$115,000 ... Applies construction cost standards, including union and trade-based pricing structures, to support ...
Senior Product Specialist - Remote
Indianapolis, IN · On-site +1
... trade names, including Rexel, Rexel Automation, Gexpro, Mayer, Talley and Platt Electric Supply. In ... Lead and support sales efforts with key targets, key customers, and key opportunities in assigned ...
Senior Product Specialist - Remote
Indianapolis, IN · On-site +1
... trade names, including Rexel, Rexel Automation, Gexpro, Mayer, Talley and Platt Electric Supply. In ... Lead and support sales efforts with key targets, key customers, and key opportunities in assigned ...
$23.37 - $31.15/hr
May act as a subject matter expert; can perform all the work that the unit supports; can search ... trade secret information belonging to First American or its customers, administrating or ...
$23.37 - $31.15/hr
May act as a subject matter expert; can perform all the work that the unit supports; can search ... trade secret information belonging to First American or its customers, administrating or ...
Business Development Representative-Remote-Fort Wayne is the territory
Fort Wayne, IN · Remote
$10K - $50K/yr
We've built a culture of low turnover, operational investment, and real support for our sales team ... or trades-related B2B environment * Demonstrated ability to carry and grow a portable book of ...
Quick apply
Business Development Representative-Remote-Fort Wayne is the territory
Fort Wayne, IN · Remote
$10K - $50K/yr
We've built a culture of low turnover, operational investment, and real support for our sales team ... or trades-related B2B environment * Demonstrated ability to carry and grow a portable book of ...
Electrical Estimator
Indianapolis, IN · On-site +1
$100K - $135K/yr
Indianapolis, IN (Onsite) / Portland, OR (Remote) / Phoenix, AZ (Remote) Salary: $100,000-$135,000 ... Evaluate and support bid reviews by comparing subcontractor and trade submissions against project ...
Quick apply
Electrical Estimator
Indianapolis, IN · On-site +1
$100K - $135K/yr
Indianapolis, IN (Onsite) / Portland, OR (Remote) / Phoenix, AZ (Remote) Salary: $100,000-$135,000 ... Evaluate and support bid reviews by comparing subcontractor and trade submissions against project ...
$26.88 - $35.82/hr
We'll give you the tools, training, and support to thrive. What You'll Do * Manage a variety of ... trade secret information belonging to First American or its customers, administrating or ...
$26.88 - $35.82/hr
We'll give you the tools, training, and support to thrive. What You'll Do * Manage a variety of ... trade secret information belonging to First American or its customers, administrating or ...
Here, you'll take on work that challenges you, supports your growth, and empowers you to shape what ... Experience with Integration Advisor for EDI mapping and B2B Trading Partner management. * Knowledge ...
Here, you'll take on work that challenges you, supports your growth, and empowers you to shape what ... Experience with Integration Advisor for EDI mapping and B2B Trading Partner management. * Knowledge ...
Here, you'll take on work that challenges you, supports your growth, and empowers you to shape what ... Experience with Integration Advisor for EDI mapping and B2B Trading Partner management. * Knowledge ...
Here, you'll take on work that challenges you, supports your growth, and empowers you to shape what ... Experience with Integration Advisor for EDI mapping and B2B Trading Partner management. * Knowledge ...
Associate Director, Earned Media
Carmel, IN · On-site +1
This role can be remote, TX, Carmel, IN, remote FL, remote TN, or remote PA. What you'll do: * Work ... Support organic and new business development efforts (i.e. media research, slide preparation ...
Associate Director, Earned Media
Carmel, IN · On-site +1
This role can be remote, TX, Carmel, IN, remote FL, remote TN, or remote PA. What you'll do: * Work ... Support organic and new business development efforts (i.e. media research, slide preparation ...
$26.88 - $35.82/hr
... and escrow production support across all channels within First American Title including the ... trade secret information belonging to First American or its customers, administrating or ...
$26.88 - $35.82/hr
... and escrow production support across all channels within First American Title including the ... trade secret information belonging to First American or its customers, administrating or ...
Remote work * Flexible hours * Performance-based income (no cap) * Training and mentorship Ideal ... who is done trading time for money and ready to bet on themselves. *All interviews will be ...
Remote work * Flexible hours * Performance-based income (no cap) * Training and mentorship Ideal ... who is done trading time for money and ready to bet on themselves. *All interviews will be ...
Work From Home - Client Benefits Advisor
New Albany, IN · Remote
$53K - $67K/yr
Remote work * Flexible hours * Performance-based income (no cap) * Training and mentorship Ideal ... who is done trading time for money and ready to bet on themselves. *All interviews will be ...
Work From Home - Client Benefits Advisor
New Albany, IN · Remote
$53K - $67K/yr
Remote work * Flexible hours * Performance-based income (no cap) * Training and mentorship Ideal ... who is done trading time for money and ready to bet on themselves. *All interviews will be ...
Remote Trade Support information
What is the difference between Remote Trade Support vs Remote Customer Service Representative?
| Aspect | Remote Trade Support | Remote Customer Service Representative |
|---|---|---|
| Required Credentials | Trade certifications, industry-specific knowledge | Customer service skills, basic computer skills |
| Work Environment | Trade industry, logistics, or manufacturing sectors | Various industries, retail, tech, services |
| Employer & Industry Usage | Trade companies, import/export firms | Retailers, service providers, call centers |
| Common Search & Comparison Intent | Trade support roles, industry-specific support | Customer support, client service roles |
Remote Trade Support focuses on assisting clients and partners with trade-related issues, requiring industry-specific knowledge and certifications. In contrast, Remote Customer Service Representatives handle general customer inquiries across various industries, emphasizing communication skills. While both roles involve remote work and client interaction, their industry focus and required credentials differ significantly.

Client Support Specialist - Greater Indianapolis, IN Area (REMOTE)
Indianapolis, IN • On-site, Remote
Full-time
Posted 9 days ago
Fidelity Investments rating
8.7
Based on 270 frontline employees who took The Breakroom Quiz
16th of 150 rated financial services
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:
Indianapolis, Carmel
Note: Fidelity will not provide immigration sponsorship for this position.
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
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
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.
What Fidelity Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fidelity
Sourced by ZipRecruiter