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 products to clients worldwide. Our Merrimack site is a vibrant hub where we foster growth, collaboration, and excellence. Role Overview: As a Bilingual Financial Customer Associate, you will play a crucial role in delivering exceptional financial support to our Spanish-speaking customers. Your purpose is to provide clear, accurate, and empathetic assistance, helping clients navigate their financial needs and enhancing their overall experience with Fidelity. What You'll Do: - You will respond to customer inquiries in both Spanish and English, providing timely and accurate financial information. - You will assist customers with account management, transactions, and problem resolution. - You will educate clients on Fidelity’s products and services to help them make informed financial decisions. - You will maintain detailed records of customer interactions and transactions. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to compliance and regulatory requirements in all customer interactions. - You will contribute to continuous improvement initiatives to enhance customer service quality. What You Bring: - You have at least 2 years of experience in customer service or financial services. - You are fluent in both Spanish and English, with excellent verbal and written communication skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable using financial software and CRM systems. - You demonstrate empathy and patience when dealing with customers. Bonus Points If You Have: - Experience working in a financial institution or investment environment. - Knowledge of financial products such as mutual funds, retirement accounts, or insurance. - Bilingual certification or formal language training. - Familiarity with compliance and regulatory standards in financial services. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive work environment that values diversity. - We offer flexible work schedules and remote work options. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? If you are passionate about making a positive impact and meet the qualifications, please submit your application through our careers page at Fidelity Investments. We look forward to welcoming you to our team!