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 location is a vibrant hub where we foster a collaborative and inclusive work environment. 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. What You'll Do: - You will respond to customer inquiries via phone, email, and chat, providing timely 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 decisions. - You will maintain detailed records of customer interactions and transactions. - You will collaborate with team members and other departments to ensure seamless customer experiences. - You will adhere to compliance and regulatory requirements in all customer interactions. - You will contribute to continuous improvement initiatives to enhance service quality. What You Bring: - You bring at least 2 years of experience in customer service, 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 possess a customer-focused mindset and the ability to handle sensitive information confidentially. Bonus Points If You Have: - Experience working in a bilingual financial services environment. - Knowledge of investment products and financial planning concepts. - Familiarity with compliance and regulatory standards in finance. - Strong interpersonal skills and the ability to work effectively in a team. 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 programs. - We offer a supportive and inclusive workplace culture. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? If you are passionate about making a positive impact and meet the qualifications, please submit your application through our careers page at Fidelity Investments. We look forward to welcoming you to our team!