Financial Customer Associate - Wellesley Hills - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Wellesley Hills

    2 days ago

    Full time
    Description

    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 Smithfield 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 at Fidelity. You 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.

    The Skills You Bring

    • 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

    The Value You Deliver

    • 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

    Note: 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. Click here 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

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

    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 certain Criminal Histories.

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