CLIENT SERVICE REPRESENTATIVE

Client Service Representative

Westlake , TX

Job Description :

This role can be filled as a grade level 1, 2 or 3.

The Team

The Client Service and Support team is a part of the Client Experience Division of Fidelity Investments. Our team focuses on providing World Class service interactions to our clients who utilize the National Financial Service platform for clearing business needs.

As a member of our team you will assist our clients with various phone inquiries and transactions pertaining to; retirement distributions, checks, wires, journals, account documentation and features, and transfer of assets.

You will have opportunities to build working relationships with contacts at external financial firms, as well as with internal business partners.

The Expertise You Have

• College Degree preferred
• 2+ years customer service experience preferred
• 2+ years brokerage operations or financial services experience preferred

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Please email us at [email protected] (opens in a new tab) or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications : Company Overview

Company Overview

Fidelity Investments is a privately held company with a mission *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 clients money.

Join Us

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.

Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what were calling .

We invite you to Find Your Fidelity at .

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 and belonging.

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, or by calling 800-835-5099, prompt 2, option 2.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life thats what youll find at Fidelity.

Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us.

We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.

Family Programs

• Adoption assistance
• Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

• Dependent care flexible spending (FSA)
• On-site health & wellness centers

Retirement Planning

401(k) : pre-tax and / or Roth

Health & Insurance

• Medical coverage
• Dental & Vision coverage

Education Benefits

• Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions
• Tuition reimbursement program
• Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.

Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

As of March 2019.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working.

And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

• Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
• Video-based training for technology, leadership, management & more.
• Ongoing skills development and coaching opportunities.
• Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
• A range of talent development programs to support career mobility.

Mentoring

• Utilize the skills of experienced leaders to enrich your career.
• Dedicated mentors to help you grow into new areas of Fidelitys business as you develop new skills.
• An open atmosphere of knowledge sharing and collaboration.
• Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Job Description :

This role can be filled as a grade level 1, 2 or 3.

The Team

The Client Service and Support team is a part of the Client Experience Division of Fidelity Investments. Our team focuses on providing World Class service interactions to our clients who utilize the National Financial Service platform for clearing business needs.

As a member of our team you will assist our clients with various phone inquiries and transactions pertaining to; retirement distributions, checks, wires, journals, account documentation and features, and transfer of assets.

You will have opportunities to build working relationships with contacts at external financial firms, as well as with internal business partners.

The Expertise You Have

• College Degree preferred
• 2+ years customer service experience preferred
• 2+ years brokerage operations or financial services experience preferred

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best t