Direct Hire - Part-Time - Customer Service Associate - Fidelity Investments

Fidelity Investments is currently looking to hire permanent part-time professionals to help our customers reach their goals!

 

As a permanent Part-Time Customer Service Associate, you will be responsible for helping us to meet our customers’ needs by providing first call problem resolution and transactional processing support to them as well as providing information about financial products and services for today and in the future. This position focuses on a strong customer service orientation, the ability to apply solid judgment and to quickly resolve complex service interactions.   

 

Due to continuous growth and the organization’s desire to offer flexible work schedules, we now have multiple permanent opportunities available within our Westlake, TX location for individuals to work part-time Monday – Friday both day and evening hours to help us with continuing to create an outstanding service experience for our customers.  This position is for experienced customer service professionals that want to apply their skills and knowledge in a meaningful way everyday.

 

Primary ResponsibilitiesIdentify, respond and quickly assess the needs of the customer and their inquires while engaging in insightful conversations with them to understand implied and explicit needs Process account inquiries, literature fulfillment, historical transaction information, & check replacement Communicate contribution, loan processing and withdrawal guidelines Administer 401 (k) distribution payouts with balance of less than $10,000 Identify when and where to escalate a call if necessary to ensure one call resolution Utilize a Microsoft Windows based workstation in an inbound financial service center to locate customer information, perform necessary transactions and discuss Fidelity’s wide range of products and services Participate in an industry-leading, comprehensive company sponsored training program that will provide you with the multiple resources, tools and education

Education & Experience:Preferred but not required: Previous customer service experience within an inbound service center College degree

 Skills & Knowledge:Strong interest in providing high levels of customer service Solid interpersonal and communication skills Demonstrated problem solver Ability to thrive in a high speed, intense environment 100% focus on providing excellent customer service leveraging the phones and computers. Capable of embracing technology and perform necessary transactions in a fast paced environment

Fidelity offers a broad range of benefits to help employees in their work and personal lives.  We are committed to a Total Reward strategy that provides employees with competitive compensation, generous benefits, and an environment that supports a healthy work/life balance.  Our comprehensive benefits package includes health, insurance, retirement, vacation and a variety of work/life programs.  The Westlake location offers a business casual dress code, onsite gym and cafeteria. 

 

To apply please click here

Fidelity


Fidelity Investments offers retirement services and has grown to become the nation’s leading provider of Defined Contribution, 401(k), services.  Our Defined Contribution department is responsible for educating our customers on various plan details and financial choices, while ensuring the customer gains a true understanding of the options available. As the Defined Contribution need grew, we began to anticipate the growing demand from employers looking for an integrated benefits solution and over the last decade we have broadened our service offering to include:  Defined Benefit, Health and Insurance, Human Resources and Payroll services.

 

Fidelity Investments is one of the world’s largest providers of financial services, with custodied assets of more than $3.4 trillion, including managed assets of $1.6 trillion as of October 31, 2007.  Fidelity offers investment management, retirement planning, brokerage and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms.  The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm