Fidelity Investments

Compensation

Full Description

Job Title: Financial Customer Associate - Bilingual Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping individuals and businesses 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 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 efficiently. What You'll Do: - You will respond to customer inquiries in both Spanish and English, ensuring clear and effective communication. - You will assist customers with account information, transactions, and financial product details. - You will identify customer needs and provide tailored solutions to enhance their financial experience. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with team members and other departments to resolve complex issues. - You will stay informed about Fidelity’s products, services, and industry trends to provide knowledgeable support. - You will uphold compliance with company policies and regulatory requirements. What You Bring: - You bring at least 2 years of customer service experience, preferably in financial services. - You are fluent in both Spanish and English, with excellent verbal and written communication skills. - You have strong problem-solving abilities and attention to detail. - You are comfortable using computer systems and financial software. - You demonstrate empathy, patience, and a customer-first mindset. Bonus Points If You Have: - Experience working in a bilingual financial services environment. - Knowledge of investment products and financial planning concepts. - Familiarity with regulatory compliance in the financial industry. - Previous experience with CRM systems and call center technology. 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 that values diversity. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and community engagement initiatives. 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!