Fidelity TalentSource LLC • Westlake, TX • Posted 3 days ago
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The Financial Customer Associate role at Fidelity TalentSource LLC in Westlake, TX, involves a blend of remote and on-site work, focusing on providing exceptional customer service to clients. This entry-level position offers a comprehensive training program to become a Financial Customer Associate, covering a broad range of customer needs including account balance inquiries, withdrawals, and fund transfers. The role includes a range of benefits, such as maternal and parental leave, tuition reimbursement, and health insurance, among others. The position also offers opportunities for career advancement through coaching and skill development.
Job Description:
Are you ready to Launch into a career at Fidelity?\u00A0
If so, please consider joining our customer service team in Westlake, TX.\u00A0 This role requires a consistent balance of remote and on-site participation in our Westlake office.\u00A0 Please be mindful of commute distance when considering applying.\u00A0
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.\u00A0 Here are a few featured benefits (not all benefits are listed)\u00A0Maternal 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 Reimbursement.
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. \u00A0\u00A0We 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, Contact Center Representative, Customer Service Representative and Customer Support Representative roles.
How it works \u2026
Advantages of the program \u2026
Skills You Bring
The Value You Deliver
Shifts and Hours:\u00A0 Monday Friday.\u00A0 \u00A0Training 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
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and how we support our associatesCompany Overview
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 clients money.
Join Us
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
, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.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 belonging.
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
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