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, we provide a wide range of investment solutions and support to clients worldwide. Our Merrimack site is a vibrant hub where teamwork and professional growth are highly valued. 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 assist clients with their financial inquiries and transactions, ensuring a positive and seamless customer experience. What You'll Do: - You will provide accurate and timely financial information and support to customers in both English and Spanish. - You will resolve customer inquiries related to accounts, transactions, and financial products. - You will assist customers in navigating online platforms and tools. - You will identify opportunities to educate customers about Fidelity’s products and services. - 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 a positive team environment by sharing knowledge and best practices. 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 platforms. - You demonstrate empathy and patience when assisting customers. - You have the ability to work effectively in a fast-paced, team-oriented environment. Bonus Points If You Have: - Experience working in the financial services industry. - Knowledge of investment products and financial terminology. - Previous experience in a bilingual customer support role. - Familiarity with compliance and regulatory standards in finance. 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 workplace culture. - We offer flexible work schedules and paid time off. - We offer employee wellness programs and community engagement initiatives. 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!