Financial Customer Associate - Bilingual - Albuquerque at Fidelity Investments

Albuquerque, New Mexico, United States

Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bilingual proficiency in English and Spanish (comfortable having conversations over the phone in either language)
Minimum 1 year of customer service experience
High School diploma or GED required
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward diverse customers
Adaptability and flexibility (balancing office/home work, overtime, etc.)
Proficiency in navigating and troubleshooting basic technology issues or systems
Ability to handle a variety of situations and conversations driving towards resolution
Self-motivated with strong social skills, energy, and passion
Availability for full-time 8-hour shifts Monday–Friday between 7:00am–10:00pm MST (training 7:30am–4:00pm MST)
Ability to work hybrid (onsite every other week, all business days M-F)

Responsibilities

Provide financial support to customers worldwide via phone (answering questions about 401k account balance, withdrawals, loans, account maintenance)
Provide education or resources to help customers feel confident, make decisions, and achieve financial goals
Deliver outstanding customer service and communication via voice or digital channels
Participate in 14-week training cohort, progressing from basic to sophisticated customer calls related to 401k plans
Continue taking customer calls post-training to develop skills
Engage in team activities, well-being support, and career coaching
Apply continuous learning and new concepts to assist customers with decision-making

Skills

Key technologies and capabilities for this role

Customer ServiceBilingual SpanishPhone Communication401k ManagementAccount Maintenance

Questions & Answers

Common questions about this position

Is this a remote position or does it require office work?

The role requires adaptability to various work environments, including balancing working from office and home.

What skills are required for the Financial Customer Associate role?

Key skills include ability to establish rapport through effective communication, great listening skills with professionalism and empathy, adaptability and flexibility, proficiency in basic technology troubleshooting, and handling various situations toward resolution. Minimum 1 year of customer service experience and a High School diploma or GED are also required.

What is the salary or compensation for this position?

This information is not specified in the job description.

What does the training process look like for new hires?

New hires join a training cohort for the first 14 weeks, starting with basic customer calls and progressing to more sophisticated 401K-related calls, with all training and onboarding in English. Subsequent months involve taking customer calls, team activities, well-being support, and career coaching.

What makes a strong candidate for this bilingual Financial Customer Associate role?

Strong candidates have at least 1 year of customer service experience, a High School diploma or GED, bilingual comfort in English and Spanish for phone conversations, no finance background needed, and bring self-motivation, energy, passion, and social skills to the team.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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