Financial Customer Associate - Bilingual- Merrimack
Fidelity(5 months ago)
About this role
A Bilingual Financial Customer Associate at Fidelity provides financial support to customers worldwide, primarily via phone, assisting with 401(k) account inquiries and general account maintenance. The role includes an initial 14-week training cohort and serves as an entry-level path for advancing a career within the company, with opportunities to join Spanish-speaking teams once proficient in English.
Required Skills
- Bilingual Spanish
- Customer Service
- Phone Support
- Active Listening
- Communication
- Empathy
- Troubleshooting
- Adaptability
- Teamwork
- Account Maintenance
Qualifications
- High School Diploma or GED
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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