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 businesses achieve their financial goals. With a strong commitment to innovation and customer service, Fidelity offers a wide range of investment solutions and financial planning services. Our Merrimack site is a vibrant hub where we empower our employees to make a meaningful impact on our customers' financial well-being. Role Overview: As a Bilingual Financial Customer Associate, you will play a crucial role in providing exceptional financial support to our Spanish-speaking customers. Your purpose is to deliver personalized service, resolve inquiries, and guide clients through their financial options with empathy and expertise. 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 high level of professionalism and empathy. - You will communicate clearly in both English and Spanish to support our diverse client base. - You will collaborate with team members and other departments to ensure seamless customer experiences. - 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 positive team environment by sharing knowledge and supporting colleagues. 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 learning new software applications. - You demonstrate empathy and patience when dealing with customers. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Knowledge of investment products and financial planning concepts. - Bilingual certification or formal language training. - Strong multitasking skills and the ability to work in a fast-paced environment. 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 education 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. We look forward to welcoming you to our team!