Financial Customer Associate - Westlake

Job Description

About the role

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.

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 their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources.

Requirements

• Ability to establish rapport and relationships through effective communication
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers
• Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
• Proficiency in navigating and troubleshooting basic technology issues or systems
• Handle a variety of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong social skills who brings energy and passion to the team

Qualifications

• Minimum 1 year of customer service experience
• High School diploma or GED required

Skills

• Ability to establish rapport and relationships through effective communication
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers
• Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
• Proficiency in navigating and troubleshooting basic technology issues or systems
• Handle a variety of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong social skills who brings energy and passion to the team

The Value You Deliver

• A passion for helping people
• Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
• Provide outstanding customer service and communication via voice or digital channels

Rewards & Recognition

Your achievements will be celebrated as you progress through the program.

Pay

This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability.

Schedule

Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Our Investments in You

Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.