Financial Services Representative

17 hours ago


Roanoke, Texas, United States Fidelity Investments Full time
Job Description:

Fidelity Investments is seeking a highly motivated and customer-focused Financial Customer Associate to join our team in Westlake, TX. As a key member of our customer service team, you will play a critical role in delivering exceptional customer experiences and helping our clients achieve their financial goals.

This is a full-time hourly contact center position that requires a consistent balance of remote and on-site participation in our Westlake office. You will be part of a dynamic team that is passionate about providing outstanding customer service and support.

As a Financial Customer Associate, you will be responsible for assisting customers with a broad range of needs, including answering questions about their account balances, helping with withdrawals, transfers, and finding resources. You will also have the opportunity to develop and hone your skills through training and coaching.

We are committed to investing in our associates and providing them with the tools and resources they need to succeed. Our Career Development experience is a springboard to an amazing career in which you can change the lives of customers, along with the Fidelity benefits and support we provide.

Some of the key benefits of this role include:

  • 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
  • Fitness Reimbursement

We are looking for individuals who are passionate about helping people, have a desire for continual learning, and are dedicated to studying and applying new concepts. If you are a self-motivated teammate with strong social skills who brings energy and passion to the team, we encourage you to apply.

Shifts and Hours:

Monday - Friday, 7:30am - 11:00pm CST. Training hours are 8:30am - 5:00pm CST.

We are an equal opportunity employer and welcome applications from diverse candidates.



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