Financial Services Associate

We are looking for a Financial Services Associate at Fidelity Investments. This position is based out of either Westlake, Texas or Covington, KY.This position is a three month contract that pays $25.00 an hour.SummaryThe Financial Services Associate, 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.Skills and Knowledge: 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 plusQualifications: 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.COVID work policySafety is our top priority. Once we can be together in person with fewer safety measures, this role will 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 pandemicOur 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 OverviewFidelity 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 [Click Here to Email Your Resumé] .Information about Fidelity InvestmentsAt 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.

Created: 2021-11-29