Fidelity Investments Inc.
Financial Customer Associate - Bi-Lingual - Merrimack
Fidelity Investments Inc., Merrimack, New Hampshire, us, 03054
Job Description:
Are you ready to Launch into a career at Fidelity?If so, please consider joining our customer service team in Merrimack, NH. This role requires a consistent balance of remote and on-site participation in our Merrimack office. Please be mindful of commute distance when considering applying.Fidelity is looking for
Bi-lingual phone associates
interested in a career opportunity to service our customers in Spanish. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.In this Customer Service role,
you will
help customers feel more confident, make clearer decisions, and achieve their own financial dreams . You'll assist with a broad range of needs including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity.The Customer Service role is similar to Entry Level Customer Service, Contact Center Representative, Customer Service Representative and Customer Support Representative roles.How it works …Join a cohort of associates in a Customer Service role and during the first
six months , spend time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls and/or digital channels (e.g. email, live chat, etc.) related to our clients' 401K plans.In the
subsequent months , continue supporting customers through potentially multiple channels to develop and hone your skills. There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. There also is an option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.Skills You BringAbility to establish rapport and relationships through effective communicationListening and compassion skills to support the challenges of our diverse customersAdaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who bring energy and passion to the teamCan type 40 words per minute and pass a standard English grammar testThe Value You DeliverA passion for helping peopleDesire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsShifts and Hours:
Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift during the hours of 2:00pm - 10:30pm or 3:30pm – Midnight EST.Certifications:
Company OverviewFidelity Investments is a privately held company with a mission
to strengthen the financial well-being of our clients.
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
accommodations@fmr.com .
#J-18808-Ljbffr
Are you ready to Launch into a career at Fidelity?If so, please consider joining our customer service team in Merrimack, NH. This role requires a consistent balance of remote and on-site participation in our Merrimack office. Please be mindful of commute distance when considering applying.Fidelity is looking for
Bi-lingual phone associates
interested in a career opportunity to service our customers in Spanish. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.In this Customer Service role,
you will
help customers feel more confident, make clearer decisions, and achieve their own financial dreams . You'll assist with a broad range of needs including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity.The Customer Service role is similar to Entry Level Customer Service, Contact Center Representative, Customer Service Representative and Customer Support Representative roles.How it works …Join a cohort of associates in a Customer Service role and during the first
six months , spend time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls and/or digital channels (e.g. email, live chat, etc.) related to our clients' 401K plans.In the
subsequent months , continue supporting customers through potentially multiple channels to develop and hone your skills. There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. There also is an option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.Skills You BringAbility to establish rapport and relationships through effective communicationListening and compassion skills to support the challenges of our diverse customersAdaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who bring energy and passion to the teamCan type 40 words per minute and pass a standard English grammar testThe Value You DeliverA passion for helping peopleDesire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsShifts and Hours:
Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift during the hours of 2:00pm - 10:30pm or 3:30pm – Midnight EST.Certifications:
Company OverviewFidelity Investments is a privately held company with a mission
to strengthen the financial well-being of our clients.
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
accommodations@fmr.com .
#J-18808-Ljbffr