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 retirement planning services. Our Merrimack site is a vibrant hub where we empower our employees to make a meaningful impact on our customers' financial lives. 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 maintain detailed records in compliance with company policies. - You will stay informed about financial products, industry trends, and regulatory changes 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, preferably in a bilingual role. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You possess strong problem-solving abilities and a customer-focused mindset. - You are comfortable using technology and financial software to assist customers. - You demonstrate attention to detail and the ability to manage multiple tasks efficiently. Bonus Points If You Have: - Experience working in the financial services industry or with investment products. - Knowledge of retirement planning and wealth management concepts. - Additional language skills beyond English and Spanish. - Previous experience in a call center or high-volume customer support 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 to support work-life balance. - We offer employee wellness programs and financial planning 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. Join us in making a difference in the financial lives of our customers!