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 offers a wide range of investment solutions and financial planning services. Our Smithfield location is a vibrant hub where we foster growth, diversity, and excellence. 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 Spanish and English, ensuring clear communication and understanding. - You will assist customers with account information, transactions, and financial product details. - You will resolve issues related to billing, payments, and account discrepancies. - You will educate customers on Fidelity’s financial products and services to help them make informed decisions. - You will document customer interactions accurately in our systems. - You will collaborate with team members and other departments to enhance customer experience. - You will maintain compliance with company policies and regulatory requirements. - You will participate in ongoing training to stay current with financial products and customer service best practices. What You Bring: - Minimum of 2 years experience in customer service or financial services. - Fluency in both Spanish and English, with excellent verbal and written communication skills. - Strong problem-solving abilities and attention to detail. - Proficiency with computer systems and ability to learn new software quickly. - Ability to handle sensitive financial information with confidentiality and professionalism. Bonus Points If You Have: - Experience working in a bilingual financial services environment. - Knowledge of investment products and financial planning concepts. - Familiarity with CRM software and financial databases. - 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 work environment that values diversity. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and community engagement initiatives. 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!