Bilingual Financial Associate
3 days ago
Fidelity operates as Fidelity TalentSource LLC in various locations, with a strong presence in Smithfield. Our commitment to excellence has earned us a reputation as a trusted partner for investors worldwide.
Salary: $42,000 per year (estimated). This figure may vary based on factors such as experience, performance, and job requirements.
Job Description: As a Bilingual Financial Customer Associate at Fidelity, you will play a vital role in providing exceptional customer service to clients through phone calls and digital channels. Your primary responsibility will be to assist customers with their financial queries, resolve issues, and offer personalized support to help them achieve their financial objectives.
Responsibilities include answering questions about 401k account balances, helping with withdrawals, loans, and account maintenance, and providing educational resources to empower customers in making informed decisions about their finances. You will also have opportunities to develop your skills and knowledge by learning about the financial services industry, participating in training programs, and working with a diverse team of professionals who share your passion for delivering outstanding customer experiences.
Required Skills and Qualifications: To succeed in this role, you should possess excellent communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds. Strong problem-solving and analytical skills are essential, as well as a keen interest in finance and customer service. Fluency in English and Spanish is required, with the ability to communicate effectively in both languages. A high school diploma or equivalent is necessary, although prior experience in customer service or a related field is preferred.
Benefits: Fidelity offers a comprehensive benefits package designed to support your overall well-being and career growth. Benefits include health insurance, dental insurance, vision insurance, disability insurance, paid time off, commuter benefit program, backup dependent care, charitable match, concierge services, wellness program, and fitness reimbursement. Additionally, Fidelity provides tuition reimbursement, student loan assistance, and 401(K) matching, demonstrating its commitment to investing in the success of its employees.
Others: Fidelity's hybrid work model blends the best of both onsite and offsite work experiences. Most roles require associates to work onsite all business days of every other week in a Fidelity office. Certain roles may require candidates to undergo a preliminary credit check during the screening process.
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