Financial Services Representative

2 weeks ago

Smithfield, Rhode Island, United States Fidelity Investments Full time
Job Description:

Are you ready to launch a career at Fidelity Investments? If so, consider joining our customer service team in Smithfield, RI. This role requires a consistent balance of remote and on-site participation in our Smithfield office. Please be mindful of commute distance when considering applying. Fidelity is looking for bi-lingual phone associates interested in a career opportunity to service our customers in Spanish. We have multiple Spanish teams that provide financial support to our customers worldwide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for you.

About the Role:
  • Help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
  • Assist with a broad range of needs, including answering questions about account balances and helping to make withdrawals, transfer funds, or find resources.
  • Commit to investing in you by strengthening your skills, experiences, and connections that will help advance your career at Fidelity.
What We Offer:
  • Onboarding & Experiential Learning: Training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while we will provide enrichment activities that will help "invest in you".
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • Career Coaching: A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.
Requirements:
  • Ability to establish rapport and relationships through effective communication.
  • Listening and compassion skills to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.).
  • Handle a variety of situations and conversations driving towards a resolution suitable for all.
  • Self-motivated teammate with strong social skills who bring energy and passion to the team.
  • Can type 40 words per minute and pass a standard English grammar test.
Shifts and Hours:

Monday - Friday. Training hours are 8:30am - 5:00pm EST and post-training must be able to work an 8hr shift during the hours of 8:30am - Midnight EST.

Certifications:

Category: Customer Service

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