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 products to clients worldwide. Role Overview: As a Bilingual Financial Customer Associate at our Merrimack site, you will play a vital role in providing exceptional financial support to our Spanish-speaking customers. Your purpose is to deliver personalized service that helps clients manage their investments and financial needs effectively. 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 up-to-date knowledge of financial regulations and company policies. - You will document customer interactions and transactions accurately in the system. - You will collaborate with team members and other departments to enhance the customer experience. - You will identify opportunities to educate customers on financial products that meet their goals. - You will contribute to a positive team environment by sharing insights and best practices. 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 CRM systems. - You demonstrate empathy and patience when dealing with customers. Bonus Points If You Have: - Previous experience in the financial industry or investment services. - Knowledge of retirement accounts, mutual funds, or brokerage services. - Bilingual certification or formal language training. - Experience working in a fast-paced call center environment. What We Offer: - We offer comprehensive health, dental, and vision insurance plans. - We offer a 401(k) retirement savings plan with company match. - We offer paid time off and flexible scheduling options. - We offer ongoing training and professional development opportunities. - We offer a supportive and inclusive workplace culture. Ready to Apply? To join our team as a Bilingual Financial Customer Associate, please submit your resume and cover letter through our careers page at Fidelity Investments. We look forward to helping you grow your career with us.