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Jobs · OTHR · Rhode Island

Financial Customer Associate - Bilingual- Smithfield

Fidelity Investments · Smithfield, RI · 1 wk ago
On-siteOTHRFull-time

About the role

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

Responsibilities

  • Answer questions about 401k account balances
  • Help customers make withdrawals and loans
  • Manage account maintenance
  • Provide education or resources

Requirements

  • Comfortable conversing in English or Spanish over the phone
  • Customer service mindset
  • Ability to establish rapport and relationships
  • Strong listening, professionalism, and empathy skills
  • Adaptability and flexibility
  • Basic technology proficiency
  • Handle a variety of situations and conversations
  • Self-motivated and energetic team player

Qualifications

  • At least 1 year of customer service experience
  • High School diploma or equivalent

Skills

  • Effective communication
  • Great listening skills
  • Professionalism and empathy
  • Adaptability and flexibility
  • Basic technology proficiency
  • Handle a variety of situations and conversations
  • Self-motivated and energetic team player

Benefits

The company invests in its employees by strengthening their skills, experiences, and connections to advance their careers at Fidelity. Not all benefits are listed, but examples include:

  • Training and development opportunities
  • Career coaching
  • Well-being support

Pay

This is a full-time hourly phone position that also offers the opportunity to work extra hours based on business needs and availability. No finance background or degree is required to succeed in the role.

Schedule

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

Note

Fidelity is not providing immigration sponsorship for this position. The company is governed by various legal and regulatory requirements, including those under the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, and the Investment Company Act of 1940.

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