Position Title: Customer Service Associate (full-time)

Job Description



Description



CUSTOMER SERVICE ASSOCIATE

Position Description Professionals are needed to help our customers reach their goals! As a Customer Service Associate, you will be responsible for communicating with the customers' and meeting their 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, desire to learn and navigation of multiple systems while quickly resolving complex service interactions. Due to continuous growth, we now have multiple opportunities available within our Westlake, TX site for individuals 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 Responsibilities•Identify, 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 service center to identify customer information, while consistently toggling within multiple systems during each call, and 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. The program incorporates class room style, on the job, and one-on-one training to build knowledge using a variety of learning styles and is 6 weeks in duration.





Qualifications:

Education and Experience
Preferred but not required: •Previous customer service experience within an inbound service center

•Previous experience working with a Microsoft Windows based work station

•College degree

Skills and 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

•Capable of embracing technology and perform necessary transactions in a fast paced environment

•Proven team player



Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $3.3 trillion, including managed assets of more than $1.5 trillion as of June 30, 2008. 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. For more information about Fidelity Investments, visit .

JOB PROFILE

Job Category: Client/Customer Service

Locations: TX-Westlake

Schedule: Full-time

Job Level: Entry Level

Education Level Bachelor's Degree (±16 years)

Job Type Standard

Shift: Variable

Overtime Status: Non-exempt

Travel: No