Financial Customer Representative- Westlake TX
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 resourceful? We really should talk.
The Expertise We're Looking For
- Relationship building skills
- Commitment to customers
- 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. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. 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 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.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn't just about working together in our small teams; 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 go the extra mile for our customers and each other. We ask for and act on our associates' input on everything from busting through customer issues to designing our workspaces.
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 benefit offerings.
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates' Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Customer Relationship Advocate for marketing purposes. You only need to apply to one for consideration**