Chloe Whealan

Client Support Specialist II

Role
Client Support Specialist Ii at Fidelity Investments
Location
Raleigh, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

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

  1. Client Support Specialist Ii

    Fidelity Investments

    Sep 2025 — Present

Education

  • North Carolina State University

    Bachelor of Arts - BA, Psychology

    2016 — 2020

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Chloe Whealan — Client Support Specialist Ii at Fidelity Investments in Raleigh, NC, US | Unifers