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 achieve their financial goals through innovative solutions and exceptional customer service. With a strong commitment to integrity and client success, we foster a collaborative and inclusive work environment where employees can thrive and grow. Role Overview: As a Bilingual Financial Customer Associate at our Smithfield site, you will play a vital role in providing exceptional financial support to our Spanish-speaking customers. Your purpose is to deliver accurate, timely, and empathetic assistance, ensuring a positive customer experience and fostering long-term client relationships. What You'll Do: - You will assist customers with their financial inquiries and transactions in both English and Spanish. - You will provide clear and accurate information about Fidelity’s products and services. - You will resolve customer issues efficiently while maintaining a high level of professionalism. - You will document customer interactions and maintain detailed records. - You will collaborate with team members to improve service delivery and customer satisfaction. - You will stay updated on financial regulations and company policies to ensure compliance. - You will participate in ongoing training to enhance your financial knowledge and customer service skills. 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 demonstrate empathy and patience when dealing with customers. Bonus Points If You Have: - Experience working in the financial services industry. - Knowledge of investment products and retirement planning. - Bilingual certification or formal language training. - Previous experience in a call center environment. 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 workplace culture. - We offer flexible work schedules to promote work-life balance. - 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 portal on the Fidelity Investments website. We look forward to welcoming you to our team!