Fidelity Investments

Compensation

Full Description

Job Title: Financial Customer Associate - Bilingual Company Overview: Fidelity Investments is a leading financial services company dedicated to helping individuals and institutions achieve their financial goals. With a strong commitment to innovation and customer service, Fidelity offers a wide range of investment solutions and financial guidance to millions of clients worldwide. Role Overview: As a Bilingual Financial Customer Associate at our Merrimack site, you will play a vital role in providing exceptional financial support to our Spanish-speaking customers. Your purpose is to deliver personalized service that helps clients navigate their financial needs and enhances their overall experience with Fidelity. What You'll Do: - You will assist customers with their financial inquiries and provide accurate information about Fidelity’s products and services. - You will resolve customer issues efficiently while maintaining a positive and professional demeanor. - You will communicate clearly in both English and Spanish to support our diverse client base. - You will collaborate with team members to ensure seamless service delivery and share best practices. - You will document customer interactions and transactions accurately in our systems. - You will stay informed about industry trends and Fidelity’s offerings to provide up-to-date advice. - You will contribute to a supportive and inclusive team environment. What You Bring: - You have at least 2 years of experience in customer service or financial services. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using technology and customer relationship management (CRM) software. - You demonstrate empathy and patience when assisting customers. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Knowledge of investment products and financial planning concepts. - Additional language skills beyond English and Spanish. - Certification in financial services or customer service training. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and career advancement within Fidelity. - We offer a supportive and inclusive workplace culture that values diversity. - We offer flexible work schedules and remote work options. - We offer employee wellness programs and financial planning resources. Ready to Apply? If you are passionate about helping others and meet the qualifications, please submit your application through our careers page at Fidelity Investments. Join us in making a meaningful impact on our customers’ financial futures.