Chloe Whealan
Client Support Specialist II
- Role
- Client Support Specialist Ii at Fidelity Investments
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Chloe Whealan
Passionate and adaptable professional with over 10 years of experience in customer service positions with strong communication and relationship-building skills. As an empathetic and driven worker, I excel in connecting with others and take pride in assisting customers to achieve their goals. With the knowledge and skill that comes from possessing my Series 7, series 63, and SIE licenses, I specialize in delivering premium customer service through phone and email response support. I excel in combining my financial expertise and communication skills to deliver empathy-driven, efficient results that help clients feel confident with their finances. I thrive in collaborative environments where creative solutions, through teamwork and individual contributions, drive success.
Experience
Client Support Specialist Ii
Sep 2025 — Present
Education
North Carolina State University
Bachelor of Arts - BA, Psychology
2016 — 2020
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