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 personalized support. 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 exceptional financial support to our Spanish-speaking customers. Your purpose is to provide accurate information, resolve inquiries, and ensure a positive customer experience while fostering trust and loyalty. What You'll Do: - You will assist customers with their financial inquiries and provide clear, accurate information in both Spanish and English. - You will resolve account issues, process transactions, and guide customers through Fidelity’s financial products and services. - You will maintain up-to-date knowledge of financial regulations and company policies to ensure compliance. - You will collaborate with team members to improve service delivery and customer satisfaction. - You will document customer interactions and feedback to help enhance our support processes. - You will handle sensitive financial information with confidentiality and professionalism. - You will participate in ongoing training to stay current with industry trends and product updates. 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 proficient with computer systems and financial software. - You demonstrate empathy and patience when assisting customers. Bonus Points If You Have: - Experience working in a bilingual financial customer support role. - Knowledge of financial products such as investments, retirement accounts, or insurance. - Familiarity with regulatory compliance in the financial industry. - Strong multitasking skills and the ability to work in a fast-paced 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 within Fidelity. - We offer a supportive and inclusive work environment that values diversity. - We offer flexible scheduling options to help balance work and personal life. - We offer ongoing training and development programs to enhance your skills. Ready to Apply? If you are passionate about making a difference and meet the qualifications, please submit your application through our careers page at Fidelity Investments. We look forward to welcoming you to our team!