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 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 manage their investments and financial needs effectively. What You'll Do: - You will assist customers with their financial inquiries and provide clear, accurate information in both English and Spanish. - You will resolve account issues and guide clients through Fidelity’s products and services. - You will build strong relationships by understanding customer needs and offering tailored solutions. - You will collaborate with team members to ensure a seamless customer experience. - You will maintain up-to-date knowledge of financial products, policies, and regulations. - You will document customer interactions and transactions accurately. - You will contribute to continuous improvement initiatives to enhance service quality. What You Bring: - You bring at least 2 years of customer service experience, preferably in financial services. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You have strong problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, team-oriented environment. - You possess basic knowledge of financial products and services. Bonus Points If You Have: - Experience working in a bilingual financial customer support role. - Familiarity with investment products and retirement planning. - Proficiency with CRM software and financial systems. - Strong interpersonal skills and a customer-first mindset. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and financial planning 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 helping you grow your career with us.