Fidelity Investments

Compensation

Full Description

Job Title: Financial Customer Associate - Bilingual Company Overview: Fidelity Investments is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, we empower individuals and businesses to make informed financial decisions. Role Overview: As a Bilingual Financial Customer Associate at our Smithfield site, you will play a vital role in delivering outstanding financial support to our Spanish-speaking customers. Your purpose is to provide expert guidance and resolve inquiries, ensuring a positive and seamless customer experience. What You'll Do: - You will assist customers with their financial inquiries and provide accurate information in both English and Spanish. - You will resolve account issues, process transactions, and offer tailored financial solutions. - You will build strong relationships with customers by understanding their needs and delivering personalized service. - You will collaborate with team members to meet performance goals and enhance service quality. - You will maintain up-to-date knowledge of financial products, services, and regulatory requirements. - You will document customer interactions and feedback to improve service delivery. - You will participate in ongoing training and development to enhance your skills. What You Bring: - You bring at least 2 years of customer service experience, preferably in 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 proficient with computer systems and financial software. - You demonstrate empathy, patience, and a customer-focused mindset. Bonus Points If You Have: - Experience working in a bilingual financial customer support role. - Knowledge of investment products and financial planning. - Familiarity with compliance and regulatory standards in finance. - Strong multitasking and time management skills. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for career growth and professional development. - We offer a supportive and inclusive work environment. - We offer flexible scheduling options to promote 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 helping you grow your career with us.