Customer Service Associate in Westlake, TX Job Listing at Fidelity Investments in Westlake, TX

Finance, Other

Description Professional individuals with a strong interest to focus on the customer while learning the financial services industry are needed! In this role, you will have the opportunity to help our customers reach their financial goals and be a part of a dynamic industry! As an Associate within our service teams, you will be responsible for communicating with our customers and resolving their questions through first call problem resolution, processing their requests, and providing information about financial products and services to help them maximize their plans for retirement. We now have multiple opportunities to work full-time in our Westlake, Texas site. This position is for experienced customer service professionals seeking to apply their skills and knowledge in a meaningful way every day and who may also want to advance their career. Primary Responsibilities

• Educate customers on ways to maximize their retirement plans by identifying, responding to and assessing their needs to include tax considerations and relevant timelines
• Process account inquiries, historical transaction information, check replacement and distribution payouts
• Communicate protocols and guidelines for contributions, loan processing and withdrawals
• Partner across the organization to ensure world class service is delivered and continuous process improvement occurs
• Leverage a Microsoft Windows based workstation to identify customer information
• Participate in an industry-leading, comprehensive company sponsored training program that will provide you with valuable resources, tools and education. The unique eight week program incorporates class room style teaching, on the job training, and one-on-one coaching to build an exceptional base of core skills and knowledge.

Qualifications Education and Experience Preferred but not required

• Customer service experience within an inbound service center
• Associates or Bachelor's Degree

Skills and Knowledge

• Previous experience delivering outstanding customer service in a metrics environment
• Proven team player focused on continuous improvement to enhance customer experience
• Solid interpersonal and communication skills
• Demonstrated problem solver
• Ability and attitude to thrive in a high paced, challenging environment
• Strong aptitude for embracing new technology

About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com .