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 support to clients worldwide. Our Smithfield location is a vibrant hub where teamwork and customer focus drive our success. 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 accurate, timely, and empathetic assistance, ensuring clients feel valued and confident in their financial decisions. What You'll Do: - You will respond to customer inquiries via phone, email, and chat, providing clear and accurate financial information. - You will assist customers with account management, transactions, and problem resolution. - You will educate clients on Fidelity’s products and services to help them make informed financial choices. - You will maintain detailed records of customer interactions and transactions. - You will collaborate with team members to improve service quality and customer satisfaction. - You will adhere to compliance and regulatory requirements in all customer interactions. - You will participate in ongoing training to stay current with financial products and industry trends. What You Bring: - You bring at least 2 years of customer service experience, preferably in financial services. - You are fluent in both Spanish and English, with excellent verbal and written communication skills. - You have strong problem-solving abilities and attention to detail. - You are comfortable using technology and financial software applications. - You demonstrate empathy and patience when assisting customers. Bonus Points If You Have: - Experience working in a bilingual financial customer support role. - Knowledge of investment products and financial planning concepts. - Familiarity with compliance standards in the financial industry. - Previous experience in a fast-paced call center environment. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and career advancement. - We offer a supportive and inclusive work environment that values diversity. - We offer flexible scheduling options to help balance work and life. - We offer employee wellness programs and resources. Ready to Apply? If you are passionate about helping others and meet the qualifications, please submit your resume and cover letter through our careers portal at Fidelity Investments. Join us in making a meaningful impact on our customers’ financial futures.