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, ensuring a positive and seamless experience. 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 enhance the customer experience. - You will maintain up-to-date knowledge of financial regulations and company policies. - You will document customer interactions and transactions 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 technology. - 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: - Experience working in a financial institution or call center environment. - Knowledge of investment products and financial planning concepts. - Bilingual certification or formal language training. - Familiarity with CRM systems and data entry best practices. 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 scheduling options to help balance work and life commitments. - We offer employee wellness programs and resources to support your overall well-being. 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. We look forward to welcoming you to our team!