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 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 transactions in both English and Spanish. - You will provide clear and accurate information about Fidelity’s products and services. - You will resolve customer issues efficiently while maintaining a high level of professionalism. - You will build strong relationships with customers by understanding their needs and offering tailored solutions. - You will collaborate with team members and other departments to ensure seamless customer experiences. - You will maintain up-to-date knowledge of financial regulations and company policies. - You will document customer interactions accurately in our systems. - You will contribute to a positive team environment by sharing insights 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 working with financial software and CRM systems. - You demonstrate empathy and patience when dealing with customers. - You have the ability to multitask and manage time effectively in a fast-paced environment. Bonus Points If You Have: - Previous experience in the financial services industry. - Knowledge of investment products and financial planning. - Bilingual certification or formal language training. - Experience working in a team-oriented, collaborative environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development through training programs. - We offer a supportive and inclusive workplace culture that values diversity. - We offer flexible work schedules and paid time off to support work-life balance. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Bilingual Financial Customer Associate, please submit your resume and cover letter through our careers portal at Fidelity Investments. We look forward to hearing from you!