Are you looking for a career where you will make a difference in
peoples lives ?
If so, consider joining our Westlake team! Were hiring great
people with a passion for helping others.
Apply today to join the next class of Financial Services
Associates . This is a full-time, phone-based customer service
position and you do not need a finance background to succeed in the
Were looking for individuals who care about and can relate with
others. We provide eight/nine weeks of paid training and ensure you
have the resources you need to succeed. And, as part of a hiring
class, you will also have a peer group to rely on for support.
Shifts and Hours: Monday Friday. Training hours are 8:30am
5:00pm and post training must be able to work an 8hr shift during
the hours of 7:30am 11:00 pm
Regular participation at our sites is an important part of our
culture. Please be mindful of eventual commute distance.
Make an Impact By
* Establishing rapport and showing empathy with customers,
making them feel valued * Assisting customers with professionalism
while following measurable business goals * Effectively using
internal resources (e.g. computer systems, online resources, and
business partner relationships) to arrive at the right solution for
the client * Demonstrating excellent customer service skills with
perseverance to resolve issues and processing transactions
accurately * Defining a problem clearly and raising concerns when
necessary * Taking initiative for acquiring the expertise and
knowledge to effectively resolve customer issues * Representing
Fidelity's Voice to Our Customers * Adding your voice and ideas to
our Quality Improvement Process
The Expertise and Skills You Bring
* Having a degree or equivalent customer service experience is
helpful. If you d ont have a degree, but would like to pursue one,
Fidelity offers tuition reimbursement programs that can help you
further your education . * Listening and empathy skills to support
the challenges of our diverse customers * Excellent communications
skills (both written and verbal) * "Of service" attitude towards
others and being a supportive teammate * Delivering an excellent
customer experience * Personal computer proficiency * Pro-active
problem-solving skills * Adaptable with the flexibility to thrive
in various work environments (i.e. working from home, overtime,
etc.) * Ability to manage challenging situations and conversations
* Utilizing effective questioning to uncovering hidden customer
needs * Identifying the actions needed to obtain positive
Opportunities to Grow
As a successful Financial Customer Associate, you will have
opportunities to explore different career paths. Your manager will
work with you to identify career objectives and together you will
carry out a plan to meet your individual goals.
Hear more about the role (https://youtu.be/Q_IbRC_S5DE) from one
of our Financial Customer Associates.
Read more about our commitment to Diversity & Inclusion
At Fidelity Investments, our customers are at the heart of
everything we do. As a privately held company with a rich 75-year
history, our mission has remained the same since our founding: to
strengthen the financial well-being of our clients . We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
At Fidelity, youll find endless opportunities to build a
meaningful career that positively impacts peoples lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. And you dont need a finance background to succeed
at Fidelitywe offer a range of opportunities for learning and
growth so you can build the career youve always imagined. We
welcome associates from different backgrounds and with different
perspectives to help us innovate and make a difference for our
customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity Investments is an equal opportunity employer. We
believe that the most effective way to attract, develop and retain
a diverse workforce is to build an enduring culture of inclusion
Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to accommodations @fmr.com (mailto:email@example.com) ,
or by calling 800-835-5099, prompt 2, option 2.
Safety remains Fidelitys top priority and this will never
change. Because safety is our top priority, maximizing vaccination
is our goal. Fidelity believes that having as many associates
vaccinated as possible maximizes the safety of associates,
customers, vendors, visitors to our facilities, and the community.
As we consider safety protocols in our offices, all US Fidelity
regular candidates are offered the opportunity to voluntarily
disclose their vaccination status during the hiring process.
We welcome those with experience in jobs such as Accounting
Assistant, Staff Accountant, and Financial Analyst and others in
the Accounting and Finance to apply.