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 achieve their financial goals. With a strong commitment to customer service and innovation, we provide a wide range of investment solutions and support to clients worldwide. Our Smithfield location 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 assist clients with their financial inquiries and transactions, ensuring a positive and seamless customer experience. What You'll Do: - You will provide accurate and timely financial information and support to customers in both English and Spanish. - You will resolve customer inquiries related to accounts, transactions, and financial products. - You will assist customers in navigating online platforms and tools. - You will identify opportunities to educate customers about Fidelity’s products and services. - You will maintain detailed records of customer interactions and transactions. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to compliance and regulatory requirements in all customer interactions. - You will contribute to a positive team environment by sharing knowledge and best practices. What You Bring: - You bring 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 have strong problem-solving abilities and attention to detail. - You are proficient with computer systems and financial software. - You have the ability to handle sensitive information with confidentiality and professionalism. 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. - Strong interpersonal skills and a customer-focused mindset. 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. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and resources. 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!