Financial Customer Associate - Bilingual- Merrimack at Fidelity Investments

Merrimack, New Hampshire, United States

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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 to succeed in various work environments (e.g., balancing office and home work, overtime)
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 10am–Midnight EST post-training (training 8:30am–5:00pm EST)
Ability to work onsite every other week (hybrid model) in Merrimack office

Responsibilities

Provide financial support to customers worldwide via phone, assisting with 401k account balance inquiries, withdrawals, loans, account maintenance, education, and resources
Answer customer questions and help them make clearer decisions to achieve financial goals
Deliver outstanding customer service and communication via voice or digital channels
Participate in 14-week training cohort, starting with basic calls and progressing to sophisticated 401k-related calls
Continue taking customer calls post-training to develop skills
Engage in team activities, well-being support, and career coaching during non-customer time
Apply continuous learning, new concepts, training, and experience to assist customers with decision-making

Skills

Customer Service

Bilingual Spanish

Phone Support

401k Administration

Account Management

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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