Financial Customer Associate - Westlake

Fidelity(5 months ago)

HybridFull TimeJunior$67,237 - $89,360 (estimated)Customer Service

About this role

A Financial Customer Associate at Fidelity provides customer service to retirement plan participants, assisting with 401(k) account inquiries, withdrawals, loans, and account maintenance. The full-time position starts with a 14-week training cohort and includes ongoing coaching and development to build financial services knowledge. No finance degree is required and the role emphasizes helping customers make clear financial decisions via phone and digital channels.

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Required Skills

Communication
Active Listening
Empathy
Adaptability
Troubleshooting
Problem Solving
Self-Motivation
Teamwork
Customer Service

Qualifications

High School Diploma or GED

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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