Financial Customer Associate - Westlake
Company: Fidelity Investments
Posted on: November 26, 2022
Please Note: We are currently interviewing for the 4/10/2023
Are you ready to Launch into a career at Fidelity?
If so, please consider joining our customer service team in
Westlake, TX. This role requires a consistent balance of remote and
on-site participation in our Westlake office. Please be mindful of
commute distance when considering applying.
Our Career Development experience is a springboard to an amazing
career in which you change the lives of customers! Along with the
Fidelity benefits and support we provide; it could change yours as
well. Here are a few featured benefits (not all benefits are
listed) Maternal and Parental Leave, Tuition Reimbursement, Student
Loan Assistance, 401(K) with match, Health Insurance, Dental
Insurance, Vision Insurance, Disability Insurance, Paid Time off,
Commuter Benefit Program, Backup Dependent Care, Charitable match,
Concierge Services, Wellness Program, and Fitness
In this Customer Service role, you will help customers feel more
confident, make clearer decisions, and achieve their own financial
dreams . You'll assist with a broad range of needs including
answering questions about their account balance and helping to make
withdrawals, transfer funds, or find resources. We commit to
investing in you by strengthening your skills, experiences and
connections that will help advance your career at Fidelity.
The Customer Service role is similar to Entry Level Customer
Service, Call Center Representative, Customer Service
Representative and Customer Support Representative roles.
How it works
- Join a cohort of associates in a Customer Service role and
during the first six months , spend time training to become a
Financial Customer Associate. In this phase, you will start with
basic customer calls and progress to more sophisticated calls
related to our clients 401K plans.
- In the subsequent months , continue taking customer calls to
develop and hone your skills. There will be time in the day (away
from the phones) to join team activities, get well-being support,
and career coaching. There also is an option to acquire your FINRA
Series 7 and 63 licenses depending on Career Path. Advantages of
- Onboarding & Experiential Learning: Training within an
industry-leading program will fully prepare you to develop the
skills needed to engage with customers, while we will provide
enrichment activities that will help "invest in you".
- Rewards & Recognition: Your achievements will be celebrated as
you progress through the program.
- Career Coaching: A Career Coach will help you understand the
array of career opportunities at Fidelity, identify a career path
that fits your interests, passions, and strengths, and chart a
course to help you grow.
- This is a full-time hourly phone position that also offers the
opportunity to work extra hours based on the business needs and
your availability. You do not need a finance background or a degree
to succeed in the role. Skills You Bring
- Ability to establish rapport and relationships through
- Listening and compassion skills to support the challenges of
our diverse customers
- Adaptability and flexibility to succeed in various work
environments (i.e., balancing working from office and home,
- Handle a variety of situations and conversations driving
towards a resolution suitable for all
- Self-motivated teammate with strong social skills who bring
energy and passion to the team The Value You Deliver
- A passion for helping people
- Desire for continual learning and dedication to study and apply
new concepts, learning quickly and retaining information to assist
- Provide outstanding customer service and communication via
phone, email, or chat Shifts and Hours: Monday - Friday. Training
hours are 8:30am - 5:00pm CST and post training must be able to
work an 8hr shift during the hours of 7:30am - 11:00 pm CST
Click to learn more about Training Opportunities at Fidelity (opens
in a new tab) and how we support our associates
Fidelity Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a Glassdoor Employees' Choice Award
, we have been recognized by our employees as a Best Place to Work
in 2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we're calling " Dynamic Working ."
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to , or by calling , prompt
2, option 3.
We welcome those with experience in jobs such as Bookkeeper,
Residential Real Estate Agent, and Accounting Manager and others in
the Accounting and Finance to apply.
Keywords: Fidelity Investments, Dallas , Financial Customer Associate - Westlake, Accounting, Auditing , Dallas, Texas
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