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 provides a wide range of investment solutions and financial guidance to clients worldwide. Role Overview: As a Bilingual Financial Customer Associate at our Smithfield site, you will play a vital 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 impactful customer experience. What You'll Do: - You will provide timely and accurate financial support to Spanish-speaking customers. - You will resolve customer inquiries related to accounts, transactions, and financial products. - You will educate customers on Fidelity’s services and help them navigate financial tools. - You will maintain detailed records of customer interactions and transactions. - You will collaborate with team members to improve service quality and customer satisfaction. - You will adhere to compliance and regulatory standards in all customer interactions. - You will identify opportunities to enhance the customer experience through feedback and process improvements. What You Bring: - You bring at least 2 years of experience in customer service or financial support roles. - You have bilingual proficiency in English and Spanish, both written and verbal. - You possess strong communication and problem-solving skills. - You are comfortable working with financial software and CRM systems. - You demonstrate attention to detail and the ability to manage multiple tasks efficiently. Bonus Points If You Have: - Experience in the financial services industry. - Knowledge of investment products and financial regulations. - Previous experience working in a bilingual call center environment. - 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 growth and career advancement. - We offer a supportive and inclusive work environment. - We offer flexible scheduling options to promote work-life balance. - We offer employee wellness programs and resources. 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!