Financial Services Associate TX

3 days ago

Roanoke, United States Fidelity TalentSource LLC Full time

Financial Services Associate



Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX

*** This is a true 3 month contract that starts on December 2nd ***

•** 





The Role



The Financial Services Associate, as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing & Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes.



The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline.



The Expertise and Skills You Bring




  • Bachelor's degree or equivalent work experience preferred.
  • One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.
  • Personal computer proficiency required: Windows Office and web-based applications experience preferred.
  • Outstanding organization, multi-tasking and time management skills
  • Detail, process and goal-oriented
  • Phenomenal client communication skills, especially by phone
  • Strong computer skills with an emphasis on Microsoft Excel
  • General knowledge of 401k industry a plus but not required


Dynamic Working

Fidelity’s hybrid working model 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.



Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at 

FTSJobs.com.

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at

HR@ ftsjobs.com.
Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit

FidelityCareers.com.

Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

  • Financial Services Associate TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Financial Services Associate Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunityFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX*** This is a true...

  • Agility Associate TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Agility AssociateThe following information provides an overview of the skills, qualities, and qualifications needed for this role.Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Agility Associate to work in Westlake, TX or Covington, KY!** This position is a 3 month...

  • Analyst, Financial Crimes Surveillance TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Analyst, Financial Crimes Surveillance to work Hybrid at our Westlake, TX facility.Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.The...

  • Associate Compliance Analyst TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Boston, MA or Westlake, TX!This is an...

  • Associate Financial Advisor

    4 weeks ago

    Roanoke, United States RBC Capital Markets, LLC Full time

    Job Summary Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor's goal is to learn and integrate key business-building...

  • Retirement Planner Associate

    6 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. Job Description: We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients....

  • Brokerage Operations Representative TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.Brokerage Operations RepresentativeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Representative to work in...

  • Security Officer TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Make sure to apply with all the requested information, as laid out in the job overview below.Security officerFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Officer to work in Westlake, TX!The RoleThe Security Representative is a Brand Ambassador for Global...

  • Fraud Surveillance Analyst TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Fraud Surveillance Analyst to work Hybrid at our Westlake, TX; Merrimack, NH; or Covington, KY facility.Please make an application promptly if you are a good match for this role due to high levels of interest.As a...

  • Background Investigator TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Apply fast, check the full description by scrolling below to find out the full requirements for this role.Background InvestigatorFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Background Investigator to work in Westlake, TX!The RoleThe Background Investigator helps...

  • Westlake TX Systems Consultant

    4 weeks ago

    Roanoke, Virginia, United States Randstad Full time

    Randstad Digital is seeking an experienced Systems Consultant to join their team in Westlake, TX. As a Systems Consultant, you will play a key role in managing technology needs for the Human Resources department, aligned with the associates' lifecycle. The ideal candidate will have a strong background in systems analysis, software solutions definition, and...

  • Cybersecurity Analyst TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    CYBERSECURITY ANALYSTNot sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.! We are currently sourcing for a Cybersecurity Fraud Analyst to work in Westlake,...

  • Java Cloud Engineer TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

     Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Cloud Software Engineer to work in Fidelity’s Brokerage Technology Group in Covington KY or Westlake TX.Are you the right candidate for this opportunity Make sure to read the full description below.TeamFidelity's...

  • Restricted Stock Services Analyst TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.Job Description:The RoleThe Brokerage Operations Associate is a member of the Restricted Stock Services team. You will be primarily responsible for assisting our clients (brokerage firms and investment advisors) in selling restricted / control...

  • Agile Scrum Master TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Ensure you read the information regarding this opportunity thoroughly before making an application.Scrum MasterFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master in Westlake, TX! The RoleAs a Scrum Master, you’ll be a part of highly collaborative,...

  • Software Engineer in Test TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Software Engineer in TestConsidering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Software Engineer in Test for our Workplace Investing business unit...

  • Workplace Planning Associate

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.Job Description:Is it time to make new investments into your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We...

  • Mail Clerk Messenger TX

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    The following information aims to provide potential candidates with a better understanding of the requirements for this role.Mail Clerk MessengerFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently looking to hire a Mail Clerk Messenger and Data Entry Associate at Fidelity Investments,...

  • Business Systems Analyst

    3 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    If your skills, experience, and qualifications match those in this job overview, do not delay your application.Business Systems Analyst (Salesforce)Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Systems Analyst (Salesforce) to work in Westlake, TX!The...

  • Business Systems Analyst

    2 days ago

    Roanoke, United States Fidelity TalentSource LLC Full time

    If your skills, experience, and qualifications match those in this job overview, do not delay your application.Business Systems Analyst (Salesforce)Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Systems Analyst (Salesforce) to work in Westlake, TX!The...