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Jobs · OTHR · New Hampshire

Financial Customer Associate - Bilingual- Merrimack

Fidelity Investments · Merrimack, NH · 3 wk ago
On-siteOTHRFull-time

About the role

We are seeking bilingual Financial Customer Associates (FCA) in our Merrimack site. Our Spanish teams provide financial support worldwide. All training and onboarding support is provided in English, with the option to join Spanish teams after proficiency.

Responsibilities

  • Answer questions about 401k account balances and assist with withdrawals, loans, and account maintenance.
  • Provide education or resources to help customers make clearer decisions and achieve their financial goals.
  • Help customers feel more confident in managing their finances.

Requirements

  • Comfortable conversing in either English or Spanish over the phone.
  • Strong customer service skills, including effective communication, great listening, professionalism, and empathy.
  • Ability to adapt and work in various environments, including remote and flexible schedules.
  • Basic technology skills and the ability to troubleshoot simple issues.
  • One year of customer service experience.
  • A high school diploma or equivalent.

Qualifications

  • Not required to have a finance background.

Skills

  • Establish rapport and build relationships through effective communication.
  • Show adaptability and flexibility in diverse work environments.
  • Handle a variety of situations and conversations to reach satisfactory resolutions.
  • Be self-motivated and bring energy and passion to the team.

Benefits

We invest in your growth and development, offering opportunities for advancement and continuous learning. Our benefits include:

  • Recognition for achievements throughout the program.
  • Opportunities to work additional hours based on business needs.
  • Support for personal well-being and career development.

Pay

This is a full-time hourly phone position with the potential for extra hours based on business needs.

Schedule

Monday - Friday, with training hours from 8:30am - 5:00pm EST. Post-training, you must be available for an 8-hour shift between 10am - Midnight EST.

Value You Deliver

  • A passion for helping people.
  • A desire for continuous learning and applying new concepts.
  • Outstanding customer service and communication via voice or digital channels.

Our Investments in You

We offer a range of benefits to help you and your loved ones maintain a balanced life, including:

  • Details on selected benefits can be found here.

Shifts and Hours

Training hours are 8:30am - 5:00pm EST, and post-training shifts are between 10am - Midnight EST.

Onsite Working Model

Fidelity is transitioning to a full-time onsite working model, though this applies only to some roles and locations. Onsite expectations are likely to evolve as the rollout continues.

Certifications

The category for this position is Customer Service.

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