Financial Services Associate - Testing and Reporting Services (TRS)

Financial Services Associate - Testing and Reporting Services (TRS)

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX.

• This is a true 3 month contract that starts in December 1st
• Hybrid schedule - but will be in office entirety for December for training

The Role

The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelitys Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500 / 8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing & Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500 / 8955-SSA processes.

The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline.

The Expertise and Skills You Bring

Bachelor's degree or equivalent work experience preferred.

One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.

Personal computer proficiency required : Windows Office and web-based applications experience preferred.

Outstanding organization, multi-tasking and time management skills

Detail, process and goal-oriented

Phenomenal client communication skills, especially by phone

Strong computer skills with an emphasis on Microsoft Excel

General knowledge of 401k industry a plus but not required

Dynamic Working

Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

by Jobble