Financial Customer Associate - Bilingual- Merrimack
Listed on 2025-10-08
-
Customer Service/HelpDesk
Bilingual, Customer Service Rep, Spanish Customer Service
- Merrimack
Join to apply for the Financial Customer Associate - Bilingual
- Merrimack role at Fidelity Investments
- Merrimack
6 days ago Be among the first 25 applicants
Join to apply for the Financial Customer Associate - Bilingual
- Merrimack role at Fidelity Investments
Job Description
Do you genuinely enjoy making a difference in the lives of others? If you answered “
Job Description
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 Bilingual Financial Customer Associates (FCA) in our Merrimack site. 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.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! 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 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources.
We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career do not need a finance background to succeed in this role.
What To Expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
- Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
- In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
- Rewards & Recognition:
Your achievements will be celebrated as you progress through the program. - This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
- Ability to establish rapport and relationships through effective communication
- Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
- 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
- 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
Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST
Certifications
Category:
Customer Service
Fidelity’s hybrid working model blends the best of…
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