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Fidelity Investments: Customer relationship representative

Fidelity Investments

This is a Full-time position in Westlake, TX posted April 21, 2020.

Job Description: Do you enjoy helping others?

Are you the ?go to person?

at work or in your community?

Would your friends and family describe you as friendly and inventive?

We really should talk…

The Skills You Bring Caring about the well-being of customers and associates is at our core, and we want to talk to people who share our passion.

Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.

At Fidelity, customer service is our top priority.

We will teach you the industry but your unwavering dedication to customers and colleagues comes naturally.


Expertise We?re Looking For ?

Relationship building skills ?

Dedication to providing excellent customer service?

Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability The?

Purpose of Your Role You bring your passion, we?ll invest in you.

We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products.

These inbound phone calls and interactions can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.


Value You Deliver At Fidelity, collaboration isn?t just about working together in our small teams (12-15); it?s about improving lives together.

Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and each other.

We ask for and act on our associates?

input on everything from busting through customer issues to crafting our workspaces.

Your Life We believe that a balanced life is important.

Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.

Sound too good to be true?

See for yourself and learn more about our benefits offerings: Apply now to learn more!

*This role is also branded as Financial Customer Representative for marketing purposes.

You only need to apply to one for consideration** Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.

To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.

For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer Certifications: Series 07 FINRA, Series 63 FINRA Category: Customer Service We welcome those with experience in jobs such as Bilingual Customer Service , Bookkeeper, and Financial Analyst and others in the Accounting and Finance to apply.