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 site is a vibrant hub where we empower our employees to make a meaningful impact on our customers' financial well-being. 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. This role is ideal for someone passionate about customer service and financial education. What You'll Do: - You will assist customers in Spanish and English, addressing their financial questions and concerns with professionalism and care. - You will provide detailed information about Fidelity’s financial products and services to help customers make informed decisions. - You will resolve account issues, process transactions, and ensure compliance with company policies and regulatory requirements. - You will collaborate with team members and other departments to enhance the customer experience. - You will document customer interactions accurately and maintain confidentiality of sensitive information. - You will participate in ongoing training to stay current with financial products and industry regulations. - You will identify opportunities to promote additional Fidelity services that meet customer needs. What You Bring: - You have at least 2 years of experience in customer service or financial services, preferably in a bilingual role. - You are fluent in both Spanish and English, with excellent verbal and written communication skills. - You possess strong problem-solving abilities and a customer-focused mindset. - You are comfortable using computer systems and financial software to manage customer accounts. - You have a high school diploma or equivalent; additional education in finance or related fields is a plus. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Knowledge of investment products, retirement accounts, or insurance. - Certification in financial services or customer service excellence. - Ability to handle complex customer situations with empathy and professionalism. 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 and mentorship programs. - We offer a supportive and inclusive work environment that values diversity and teamwork. - We offer flexible scheduling options to help balance work and personal life. - We offer employee wellness programs and resources to support your overall well-being. 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 helping you grow your career while making a difference in our customers’ lives.