30+ days ago




Looking for an opportunity to help others?

We are hiring immediately for upcoming training classes in October and November!

Apply today to become a Financial Services Associate at Fidelity Investments in Westlake, TX. This temp-to-hire customer service role requires individuals with client-focused skills and knowledge to help Fidelity's customers. Work successfully for four to six months to be considered for regular full-time employment with Fidelity.

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will be move to our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

*based on hours worked and submitted the week prior

Hourly rate: $19.50/hr

The Purpose of Your Role:

As a Financial Services Associate, you will be the primary point of contact for customer queries regarding their Defined Contribution retirement plans with Fidelity. Provide a high-value customer experience by taking ownership for identifying customer needs and responding in a timely manner. Engage in fulfilling work by educating and empowering customers to make more informed decisions that can help them achieve their financial dreams!


  • Completing Defined Contribution (401K) Plan training and ongoing education and learning
  • Establishing rapport with customers and making them feel valued
  • Answering customer queries with a professional demeanor while adhering to measurable departmental goals
  • Processing transactions accurately
  • Effectively utilizing and navigating internal resources to arrive at the right solution for the client (e.g. computer systems, online resources, and business partner relationships)
  • Actively participating in Quality Improvement Process
  • Demonstrating excellent call-handling skills, perseverance and respect with complex and non-complex calls
  • Defining a problem clearly and raising concerns appropriately when necessary
  • Understanding that you are "Fidelity's Voice to Our Customers"

The Skills You Bring:

  • Engaging your proactive problem-solving skills to assist customers
  • Adaptable with the flexibility to thrive in various work environments (i.e. working from home, overtime, etc.)
  • Handle challenging situations and conversations - driving towards a resolution suitable for all.
  • Effective questioning skills to uncover hidden customer needs.
  • Ability to identify actions necessary to complete tasks and achieve results
  • Effective listening and empathy skills to work with diverse customers with a wide range of challenges to achieve outcomes where everybody wins
  • Learn quickly and understand information to assist with decision making
  • Excellent written and verbal communication skills; work well with others
  • Multi-tasking (able to talk and research at the same time)
  • Being responsible and punctual
  • Rare detail orientation
  • Taking personal accountability for acquiring the expertise, knowledge and information to optimally resolve customer's issues
  • "Of service" attitude towards others


  • Associate or bachelor’s degree preferred, or equivalent work experience.
  • One - two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.
  • Personal computer proficiency required: Windows Office and web-based application experience preferred.

COVID work policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will be move to our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Company Overview

Fidelity TalentSource 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 welcome individuals from all 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 supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at


Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.