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 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 purpose is to provide clear, accurate, and empathetic assistance, helping clients navigate their financial options and resolve inquiries effectively. What You'll Do: - You will engage with customers in both English and Spanish to address their financial questions and concerns. - You will provide detailed information about Fidelity’s products and services tailored to customer needs. - You will resolve account issues, process transactions, and ensure compliance with company policies. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with team members and other departments to enhance customer experience. - You will stay informed about financial regulations and company updates to provide accurate guidance. - 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. - 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 working in a financial institution or call center. - Knowledge of investment products and financial terminology. - Bilingual certification or formal language training. - Experience with CRM software and data entry. 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 work environment. - We offer flexible scheduling options to help balance work and life. - We offer employee wellness programs and community engagement initiatives. 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!