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Financial Services Representative in Westlake, TX at Veritude

Date Posted: 11/11/2018

Job Snapshot

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

Job Description

Veritude is looking to hire a Financial Services Representative at Fidelity Investments, located in Westlake, TX.

These positions will start on December 10th

This is a Contract Position , Paying $18 per hour

The shifts will be M-F and either 7-3:30 or 8:30 – 5.  They will be in training for 3 seeks prior to hitting the phones.   You need experienced customer service candidates and any experience with Excel will be a huge plus.   These associates will be fielding calls related 401k plans and clients,.

The Financial Services Representative (FSR), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's 401(k) Plan Sponsors to assist them with providing annual data and other plan details to Fidelity to complete annual regulatory activities.  The FSR 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 questionnaire, completing their census data upload and answering general questions about the Testing and Forms 5500/8955-SSA processes.

The Representative must have strong professional and client interaction skills.  Efficiency and accuracy are critical to ensuring completion of all incoming business under an extremely tight deadline.


  • High School Diploma or GED required
  • 1 - 2 years customer service experience required
  • 6+ months previous call center experience preferred
  • Experience working in a team environment preferred
  • Client communication experience preferred

Skills and Knowledge

  • Strong organization, multi-tasking and time management skills
  • Detail, process and goal-oriented
  • Strong client communication skills, especially by phone
  • Strong computer skills with an emphasis on Microsoft Excel
  • General knowledge of 401k industry a plus


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