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 management, retirement planning, portfolio guidance, and brokerage services. Role Overview: As a Bilingual Financial Customer Associate at our Smithfield location, you will play a vital role in delivering exceptional financial support to our diverse customer base. Your ability to communicate effectively in both English and Spanish will help ensure our clients receive personalized and accurate assistance with their financial needs. What You'll Do: - You will provide timely and accurate financial support to customers in both English and Spanish. - You will assist customers with account inquiries, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to help them make informed financial decisions. - 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 continuous improvement initiatives to enhance customer experience. What You Bring: - You bring at least 2 years of customer service experience, preferably in financial services. - You have fluency 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 using computer systems and financial software. - You demonstrate empathy and patience when assisting customers. Bonus Points If You Have: - Experience working in a bilingual financial customer service role. - Knowledge of investment products, retirement accounts, or brokerage services. - Familiarity with compliance and regulatory standards in financial services. - Strong multitasking skills and the ability to work in a fast-paced environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development through training programs. - We offer a supportive and inclusive work environment that values diversity. - We offer flexible scheduling options to help balance work and personal life. - 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 online application portal at Fidelity Investments careers page. We look forward to hearing from you!