$40K-55K a year
Provide bilingual financial customer support, resolve inquiries, maintain records, and collaborate to enhance service quality.
Minimum 2 years customer service or financial support experience, bilingual in Spanish and English, strong communication and problem-solving skills.
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 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 with troubleshooting and problem resolution. - 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 stay updated on financial products, services, and regulatory requirements. - You will handle sensitive customer information with confidentiality and professionalism. What You Bring: - You bring at least 2 years of experience in customer service or financial support roles. - 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 manage multiple tasks and prioritize effectively. Bonus Points If You Have: - Experience working in the financial services industry. - Knowledge of investment products and financial regulations. - Previous experience in a bilingual customer service 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 paid time off and employee wellness programs. - We offer training and development resources to enhance your skills. 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!
This job posting was last updated on 10/1/2025