Financial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX.
* This is a true 3-month contract that starts in November. Half of the groups gets extended an additional month as needed *
* This role also opens the door to exciting opportunities for extensions, longer-term contracts, or even a path to full-time employment. *
The Role:
The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing & Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes.
The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline.
The Expertise and Skills You Bring: Bachelor's degree or equivalent work experience preferred.
One to 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 applications experience preferred.
Outstanding organization, multi-tasking and time management skills
Detail, process and goal-oriented
Phenomenal client communication skills, especially by phone
Strong computer skills with an emphasis on Microsoft Excel
General knowledge of 401k industry a plus but not required
