We are looking for a Financial Services Associate at Fidelity Investments. This position is based out of Westlake, Texas.
This position is a three month contract that pays $18.50 an hour.
The Financial Services Associate, as part of Fidelity’s 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 critical to ensuring completion of all incoming business under an extremely tight deadline.
Skills and Knowledge:
- Strong organization, multi-tasking and time management skills
- Detail, process and goal-oriented
- Strong client communication skills, especially by phone
- Strong computer skills with an emphasis on Microsoft Excel
- General knowledge of 401k industry a plus
- 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 fluency required: Windows Office and web-based applications experience preferred.
Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com.
Information about Fidelity Investments
At Fidelity, we are focused on 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 and Fidelity TalentSource are equal opportunity employers.