Financial Customer Associate - Bilingual- Smithfield
HybridSmithfield, Rhode Island, United States
Job Summary
Answer customer questions about 401k account balances, withdrawals, loans, and account maintenance while providing education and resources. Progress from basic customer calls to sophisticated inquiries related to client 401k plans after a 14-week training cohort. Establish rapport through effective communication, active listening, and empathy to support diverse customers facing financial challenges. Troubleshoot basic technology issues and drive conversations toward suitable resolutions. Join team activities and receive career coaching during the day. Work onsite Monday through Friday, with current expectations of one week onsite out of every four weeks.
Required Qualifications
- Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every four weeks
- Fidelity will not provide immigration sponsorship for this position
- Do you genuinely enjoy making a difference in the lives of others? If you answered 'yes' and are a customer service-minded champion, we are hiring
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others
- Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
- Proficiency in navigating and troubleshooting basic technology issues or systems
- Handle a variety of situations and conversations driving towards a resolution suitable for all
- Self-motivated teammate with strong social skills who brings energy and passion to the team
- Minimum 1 year of customer service experience
- High School diploma or GED required
- Must be able to work an 8hr shift between the hours of 10am – Midnight EST
- Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with c...
Desired Qualifications
- A passion for helping people
- Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
- Provide outstanding customer service and communication via voice or digital channels
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