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 we foster growth, diversity, and excellence. 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 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 collaborate with team members to improve service delivery and customer satisfaction. - You will document customer interactions accurately and maintain confidentiality. - You will stay updated on financial regulations and company procedures 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 working with financial software and CRM systems. - You demonstrate empathy and patience when dealing with diverse customer needs. Bonus Points If You Have: - Experience in the financial services industry or call center environment. - Knowledge of investment products and financial planning concepts. - Bilingual certification or formal language training. - Ability to handle high-volume calls while maintaining quality service. 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 that values diversity. - We offer flexible scheduling options to promote work-life balance. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? If you are passionate about making a difference and meet the qualifications, please submit your application through our careers page at Fidelity Investments. Join us in helping customers achieve their financial goals with confidence and care.