Client Support Specialist

2 weeks ago

Lincoln, Nebraska, United States Fidelity Investments Full time
Job Overview:

Bilingual Financial Services Associate

Are you seeking a fulfilling career that positively impacts individuals' lives while primarily working remotely?

If so, consider becoming a part of our customer service team. We are looking for dedicated individuals who are passionate about assisting others.

This position is full-time and primarily phone-based, and no financial background is necessary to excel in this role. We value individuals who can empathize with others and provide exceptional service. We offer comprehensive training, a complete work-from-home computer setup, and all necessary resources.

Fidelity is in search of bilingual phone representatives who are eager to support our clients in Spanish. We have several Spanish-speaking teams that deliver financial assistance to our global clientele. All training and onboarding will be conducted in English, with the potential to transition to our Spanish teams once you are proficient in handling calls in English. If you are comfortable conversing over the phone in both English and Spanish, this opportunity is tailored for you.

Your Impact:

- Build rapport and demonstrate empathy with clients, ensuring they feel valued.

- Utilize internal resources effectively (e.g., computer systems, online tools, and business partner connections) to find the right solutions for clients.

- Exhibit outstanding customer service skills, showing persistence in resolving issues and accurately processing transactions.

- Clearly define problems and raise concerns when necessary.

- Take initiative to acquire the knowledge and expertise needed to effectively address customer inquiries.

- Assist clients with professionalism while adhering to measurable business objectives.

Qualifications and Skills:

- A degree or experience in customer service is advantageous. If you do not possess a degree but wish to pursue one, Fidelity offers tuition reimbursement programs to support your educational goals.

- Strong listening and empathy skills to assist our diverse clientele.

- Excellent communication skills (both written and verbal) to support customers through various channels (e.g., email, live chat, etc.).

- A service-oriented mindset and a supportive team player.

- Proficiency in personal computer use, with the ability to type 40 words per minute and pass a standard English grammar assessment.

- Proactive problem-solving abilities.

- Capability to manage challenging situations and conversations through voice or digital channels.

- Skillful questioning to uncover hidden customer needs.

- Ability to identify necessary actions to achieve positive outcomes.

Benefits:

At Fidelity, you can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive both professionally and personally.

Work Schedule:

Monday to Friday, 40 hours per week (must have open availability from 7:30 AM to 11:00 PM CST). Overtime hours are encouraged during peak call periods.

Company Overview:

Fidelity Investments is a privately held organization committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing benefits to their employees, and offer investment and technology solutions to institutions and independent advisors.

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively influences the lives of others, including your own. We provide flexible benefits that support you throughout your career journey, enabling you to excel at work and at home. Recognized with a Glassdoor Employees' Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. You do not need a finance background to thrive at Fidelity; we offer various learning opportunities to help you build the career you envision.

Fidelity's work model combines the advantages of remote work with in-person collaboration to meet both associate and business needs.

Fidelity Investments is an equal opportunity employer. We believe that attracting, developing, and retaining a diverse workforce is essential to building a culture of inclusion and belonging.

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