Financial Customer Associate - Bilingual- Westlake jobs in United States
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Fidelity Investments · 10 hours ago

Financial Customer Associate - Bilingual- Westlake

positionRoanoke, TX
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

Fidelity Investments is seeking Bilingual Financial Customer Associates in their Westlake site to provide financial support to customers worldwide. In this role, you will assist customers with inquiries related to their 401k accounts and help them achieve their financial goals through excellent customer service.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate
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
Your achievements will be celebrated as you progress through the program
Provide outstanding customer service and communication via voice or digital channels

Qualification

Customer service experienceBilingual (English/Spanish)Listening skillsEffective communicationEmpathySocial skillsTechnology troubleshootingAdaptabilitySelf-motivated

Required

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

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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UK-based Octopus Energy reaches a deal to sell about $1B of equity in Kraken Technologies, its tech spin-off, at an $8.65B valuation to a syndicate of investors (Financial Times)
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Company data provided by crunchbase