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, we provide a wide range of investment solutions and support to millions of 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 ability to communicate effectively and provide personalized assistance will help clients navigate their financial journeys with confidence and ease. 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 account issues and troubleshoot problems to ensure customer satisfaction. - You will communicate clearly and empathetically in both English and Spanish to support diverse client needs. - You will maintain detailed records of customer interactions and transactions. - You will collaborate with team members to share knowledge and improve service quality. - You will stay informed about industry trends and company updates to provide relevant advice. - You will contribute to a positive team environment by demonstrating professionalism and a customer-first attitude. What You Bring: - You have at least 2 years of experience in customer service or financial support roles. - 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 computer systems and financial software. - You demonstrate empathy and patience when dealing with customers. Bonus Points If You Have: - Previous experience in the financial services industry. - Knowledge of investment products and retirement planning. - Bilingual certification or formal language training. - Experience working in a fast-paced, team-oriented environment. 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 scheduling options to help balance work and life. - 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!