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Fidelity Investments - Cincinnati, OH
posted 2 months ago
About the position
The Bilingual Financial Customer Associate (FCA) role at Fidelity Investments is a full-time position focused on providing exceptional customer service to clients regarding their financial needs, particularly in relation to 401k accounts. Associates will engage with customers in both English and Spanish, assisting them with inquiries, account maintenance, and financial education. This position serves as a gateway to a rewarding career in financial services, emphasizing personal growth and skill development through comprehensive training and ongoing support.
Responsibilities
- Assist customers with inquiries related to their 401k accounts, including balance inquiries, withdrawals, and loans.
- Provide education and resources to help customers make informed financial decisions.
- Engage in effective communication with customers in both English and Spanish.
- Participate in training cohorts to develop skills in customer service and financial services.
- Handle a variety of customer situations and conversations, driving towards suitable resolutions.
Requirements
- Minimum 1 year of customer service experience.
- High School diploma or GED required.
- Ability to establish rapport and relationships through effective communication.
- Great listening skills, professionalism, and empathy toward diverse customers.
- Adaptability and flexibility to work in various environments, including remote and in-office settings.
- Proficiency in navigating and troubleshooting basic technology issues.
Nice-to-haves
- Experience in the financial services industry is a plus, but not required.
- Bilingual proficiency in English and Spanish is essential for the role.
Benefits
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% 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
