Financial Customer Associate - Bilingual
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
About the Role
You will take customer calls, answering questions about 401k balances and helping with withdrawals, loans, account maintenance, education and resources. You'll start in a 14-week training cohort with basic calls and progress to more sophisticated 401K plan calls. This is a full-time hourly phone position with onsite one week out of every four.
Requirements
- Minimum 1 year of customer service experience
- High School diploma or GED
- Effective communication and listening skills
- Ability to troubleshoot basic technology issues
- Ability to work an 8-hour shift between 10am and midnight EST
Responsibilities
- Answer customer calls about 401k accounts
- Assist with withdrawals, loans, and account maintenance
- Provide education and resources
- Deliver customer service via voice or digital channels
- Resolve customer issues
Benefits
- Benefit programs for employees and families
- Overtime opportunity
- Career coaching and well-being support
