Financial Services Representative

2 days ago


Westlake, Texas, United States Fidelity TalentSource LLC Full time
Job Description:

Are you ready to launch a career in financial services at Fidelity?

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 Reimbursement.

Job Responsibilities:
  • Help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
  • Assist with a broad range of needs, including answering questions about account balances and helping to make withdrawals, transfer funds, or find resources.
  • Provide outstanding customer service and communication via voice or digital channels.
What We Offer:
  • A passion for helping people.
  • Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making.
  • Opportunities for career growth and development.
Requirements:
  • Ability to establish rapport and relationships through effective communication.
  • Listening and compassion skills to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments.
  • Self-motivated teammate with strong social skills who bring energy and passion to the team.
  • Can type 40 words per minute and pass a standard English grammar test.
Work Environment:

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 and how we support our associates.



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