Fidelity Investments - Covington, LA
posted about 2 months ago
Full-time - Entry Level
Covington, LA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Customer Service Associate role at Fidelity Investments is designed for bi-lingual individuals who are interested in providing financial support to customers in both English and Spanish. This position involves a combination of remote and on-site work in Covington, KY, and focuses on helping customers with their financial needs, including account inquiries and transactions. The role offers extensive training and career development opportunities, allowing associates to progress into more advanced financial customer service roles.
Responsibilities
- Assist customers with inquiries regarding their account balances and transactions.
- Help customers make withdrawals and transfer funds.
- Provide resources and support to customers to help them achieve their financial goals.
- Engage with customers through various channels including phone, email, and live chat.
- Participate in training and onboarding to develop skills for customer service and financial advising.
Requirements
- Bilingual in English and Spanish, with the ability to communicate effectively in both languages.
- Strong listening and compassion skills to support diverse customer needs.
- Ability to adapt to various work environments, including remote and on-site work.
- Self-motivated with strong social skills and a passion for helping others.
- Typing speed of at least 40 words per minute and proficiency in English grammar.
Nice-to-haves
- Experience in customer service or contact center roles.
- Familiarity with financial products and services.
Benefits
- 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
- Fitness Reimbursement
