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 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 Smithfield site is a vibrant hub where we foster a collaborative and inclusive work environment. 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 respond to customer inquiries in both English and Spanish, ensuring clear communication and understanding. - You will assist customers with account information, transactions, and financial product details. - You will identify customer needs and provide tailored solutions to enhance their financial well-being. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with team members and other departments to resolve complex issues. - You will stay informed about Fidelity’s products, services, and industry trends to provide up-to-date information. - You will contribute to a positive customer experience by demonstrating patience, empathy, and professionalism. 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 comfortable using computer systems and financial software. - You possess a customer-focused mindset and the ability to handle sensitive information confidentially. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Knowledge of financial products such as retirement accounts, investments, or insurance. - Bilingual certification or formal language training. - 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 workplace culture that values diversity. - We offer flexible work schedules and remote work options. - 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. We look forward to welcoming you to our team!