Financial Customer Associate - Bi-Lingual - Merrimack

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.

Our Career Development experience is a springboard to an amazing career in which you change the lives of customers! Along with the Fidelity benefits and support we provide; it could change yours as well. Here are a few featured benefits (not all benefits are listed) Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.

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.

Advantages of the program …

Skills You Bring

The Value You Deliver

Shifts 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

Click to learn more about and how we support our associates

Certifications :