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Customer Service Associate in Westlake, TX at Veritude

Date Posted: 1/25/2019

Job Snapshot

  • Employee Type:
  • Location:
    Westlake, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description


Veritude is hiring for a Customer Service Associate at Fidelity Investments in Westlake, TX.

Position Information:
- This is a 6 month contract opportunity. 
- $15 per hour
- Monday through Friday / 40hr work week. 

A successful Customer Service Associate enjoys helping customers and takes personal responsibility for delivering outstanding customer service.  These individuals are the initial point of contact with Fidelity and play a key role in meeting their needs.

Responsibilities include:

  • Answering In-bound phones calls throughout your shift focused primarily on the following:
  • Authenticating customer identity and accounts
  • Responding to customer needs and inquiries while adhering to measurable departmental goals
  • Providing accurate and timely information
  • Transferring customers to the appropriate destination for their individual needs
  • Demonstrating empathy
  • Utilizing effective questioning and active listening
  • Demonstrating confidence and knowledge
  • Getting the customer to the correct solution in an efficient manner
  • Adhering to Fidelity’s policies and procedures and honoring our culture of mutual respect, honesty and integrity
  • Demonstrate agility and adaptability in a fast paced environment and a desire to take on additional responsibilities

Personal Talents Needed:

  • Excellent communication skills
  • Self Motivated
  • Strong aptitude for details and accuracy
  • Thrives in a results oriented environment
  • Responds well to feedback and implements suggestions
  • Motivated by helping people
  • Takes personal responsibility for punctuality & attendance


  • Customer service experience preferred
  • Contact/Call center experience a plus, but not required
  • Personal computer fluency required: Windows Office and web-based applications experience required


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