Position Title: Intermediate Client Service & Support Associate - Westlake

Job Description



Description





Position Description

As an Intermediate Associate in the Client Service and Support organization, you will be part of a broad team of operations and service professionals. In addition to the fast paced, team-oriented environment, you will be focused on enhancing relationships and building customer loyalty while educating customers across multiple lines of business (PWI, National Financial and Institutional Wealth Services). Assisted by a various online tools, you will assist clients regarding various brokerage transactions (transfer of assets, corporate rollovers, deliveries, new account not-in-good-order, account maintenance, etc). You will also be responsible for resolving problems and discussing Fidelity's services to educate and engage our customers. You will have opportunities to build working relationships with contacts at external financial firms, as well as, with internal business partners.

Primary Responsibilities • Inbound customer inquires from multiple lines of business (PWI, NF & IWS) clients• Problem Resolution - resolve and/or facilitate resolution• Interaction with business partners and/or contra firms to help resolve client issue• Limited processing to resolve customer issue• Advocate for both customer and firm



Qualifications:



Education and Experience
•College Degree preferred

• Customer Service experience required

• Minimum of 2 years brokerage processing or financial services experience 3-5 years preferred

Skills and Knowledge
•Ability to work in a fast-paced, team environment

•Broad systems knowledge (mainframe & web-based)

•Strong written, verbal and interpersonal communication skills

•Presentation & negotiation skills

•Problem solving/analytical skills

•Time management (multi-tasking)

•Creative/open-minded

•Strong service attitude

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of more than $3.2 trillion, including managed assets of $1.5 trillion as of August 31, 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: Day Job

Overtime Status: Non-exempt

Travel: No