Early Career Customer Service Associate

Westlake, TX

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Job Description:

Early Career Customer Service Associate

Are you ready to Launch into a career at Fidelity?

Our new Career Development experience, Launch, is a springboard to an amazing career in which you change the lives of customers! Along with the Fidelity benefits and support we provide; it could change yours as well.

This 18–24-month program provides an opportunity to learn about Fidelity and build skills, experiences and connections that will help advance your career. In this Customer Service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources.

How it works …

Join a cohort of associates who are also beginning their career in Customer Service, you’ll be surrounded by a team of leaders, coaches, mentors, and peers who provide support at each stage.

  • During the first six months, spend time onboarding, training, and preparing to become a Financial Customer Associate.  In this phase, you will take basic customer calls and progress to more complex calls as knowledge and experience is developed around money out and money in for our clients 401K plans.  A robust learning and study program are with you every step of the way.

  • In the subsequent months, continue taking customer calls to develop and hone your skills. There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. Imagine someone sits down with you to talk about your strengths, interests, and passions—helping you to begin charting your career path. Learn and develop, while using Fidelity resources, support, and mentoring. Option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.

  • Gain confidence and develop proficiency serving customers, then spend more time off the phones learning about roles that impact your current role while acquiring new skills, gaining new experiences, building your network, and delivering value in different ways.

Advantages of the program …

Onboarding & Experiential Learning: Training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while we will provide enrichment activities that will help “invest in you”.

Rewards & Recognition: Your achievements will be celebrated as you progress through the program.

Career Coaching: A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.

This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

Skills You Bring

  • Ability to establish rapport and relationships through effective communication

  • Listening and compassion skills to support the challenges of our diverse customers

  • Adaptability and flexibility to succeed in various work environments (i.e., working from home, overtime, etc.)

  • Handle a variety of situations and conversations driving towards a resolution suitable for all

  • Self-motivated teammate with strong interpersonal skills who brings energy and enthusiasm to the team

The Value You Deliver

  • A passion for helping people

  • Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making

  • Provide outstanding customer service and communication via phone, email, or chat

Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates  

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission 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.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources to support you at all stages of your life. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Backup dependent care
  • Maternity & parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave)
  • Dependent care flexible spending account (FSA)

Wellness Programs

  • On-site health & wellness centers
  • Fitness reimbursement program
  • Nutritional counseling
  • Healthy dining program

Retirement Planning

  • 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
  • For eligible associates, Fidelity may make an annual Profit Sharing contribution of up to 10% of your eligible compensation.*

Health & Insurance

  • Medical coverage
  • Dental & vision coverage
  • Disability Insurance
  • Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA)

Education Benefits

  • Student loan assistance – helping you pay down your loans so you can save on interest, with up to $15K in contributions
  • Tuition reimbursement program

* Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.
  • A range of talent development programs to support career mobility.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

Our Commitment to Diversity and Inclusion

“Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

Job Description:

Early Career Customer Service Associate

Are you ready to Launch into a career at Fidelity?

Our new Career Development experience, Launch, is a springboard to an amazing career in which you change the lives of customers! Along with the Fidelity benefits and support we provide; it could change yours as well.

This 18–24-month program provides an opportunity to learn about Fidelity and build skills, experiences and connections that will help advance your career. In this Customer Service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources.

How it works …

Join a cohort of associates who are also beginning their career in Customer Service, you’ll be surrounded by a team of leaders, coaches, mentors, and peers who provide support at each stage.

  • During the first six months, spend time onboarding, training, and preparing to become a Financial Customer Associate.  In this phase, you will take basic customer calls and progress to more complex calls as knowledge and experience is developed around money out and money in for our clients 401K plans.  A robust learning and study program are with you every step of the way.

  • In the subsequent months, continue taking customer calls to develop and hone your skills. There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. Imagine someone sits down with you to talk about your strengths, interests, and passions—helping you to begin charting your career path. Learn and develop, while using Fidelity resources, support, and mentoring. Option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.

  • Gain confidence and develop proficiency serving customers, then spend more time off the phones learning about roles that impact your current role while acquiring new skills, gaining new experiences, building your network, and delivering value in different ways.

Advantages of the program …

Onboarding & Experiential Learning: Training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while we will provide enrichment activities that will help “invest in you”.

Rewards & Recognition: Your achievements will be celebrated as you progress through the program.

Career Coaching: A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.

This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

Skills You Bring

  • Ability to establish rapport and relationships through effective communication

  • Listening and compassion skills to support the challenges of our diverse customers

  • Adaptability and flexibility to succeed in various work environments (i.e., working from home, overtime, etc.)

  • Handle a variety of situations and conversations driving towards a resolution suitable for all

  • Self-motivated teammate with strong interpersonal skills who brings energy and enthusiasm to the team

The Value You Deliver

  • A passion for helping people

  • Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making

  • Provide outstanding customer service and communication via phone, email, or chat

Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates  

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission 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.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources to support you at all stages of your life. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Backup dependent care
  • Maternity & parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave)
  • Dependent care flexible spending account (FSA)

Wellness Programs

  • On-site health & wellness centers
  • Fitness reimbursement program
  • Nutritional counseling
  • Healthy dining program

Retirement Planning

  • 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
  • For eligible associates, Fidelity may make an annual Profit Sharing contribution of up to 10% of your eligible compensation.*

Health & Insurance

  • Medical coverage
  • Dental & vision coverage
  • Disability Insurance
  • Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA)

Education Benefits

  • Student loan assistance – helping you pay down your loans so you can save on interest, with up to $15K in contributions
  • Tuition reimbursement program

* Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.
  • A range of talent development programs to support career mobility.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

Our Commitment to Diversity and Inclusion

“Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

Apply
Create Job Alert