Financial Customer Associate - Bilingual

Job overview

The Financial Customer Associate - Bilingual is an onsite role based in Brookline, NH. This position supports Fidelity Investments and requires a commitment to a phased onsite working model. This role serves as a customer service-minded champion, helping customers feel confident and make informed financial decisions. The associate assists with 401(k) account management, withdrawals, and educational resources, contributing to the company's mission of helping customers achieve their financial dreams.

What you'll do

• Answer customer questions regarding 401(k) accounts, withdrawals, and loans.
• Provide education and resources.
• Navigate and troubleshoot technology issues.
• Establish rapport through effective communication.
• Handle a variety of customer conversations.
• Participate in team activities and career coaching.

What we're looking for

Skills & competencies

full-time

day shift

brookline nh

fidelity investments

customer service

financial services

bilingual

onsite

no degree required

career growth

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive benefits package, career coaching, well-being support.

Why this role

Bilingual, career springboard, no finance background required.

About the employer

Fidelity Investments is hiring for this role. Industry: Financial Transactions Processing, Reserve, and Clearinghouse Activities. Sector: 52.