Financial Customer Associate - Bilingual
Employment type
Full-time
Work setting
On-site
Location
Lincoln, RI
Schedule
Day shift
Posted
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Job overview
The Financial Customer Associate - Bilingual is a hybrid role based in Lincoln, RI. Compensation is not specified for this position, which supports the customer service department at Fidelity Investments. This role exists to provide exceptional service to customers by answering inquiries regarding 401(k) accounts, loans, and withdrawals. The associate will participate in a training cohort to develop financial services knowledge and help customers achieve their financial goals.
What you'll do
- Assist customers with 401(k) account balances, withdrawals, and loans
- provide education and resources
- participate in a 14-week training cohort
- handle customer calls via voice or digital channels
- maintain professionalism and empathy.
What we're looking for
- Skills & competencies
- full-timeday shiftlincoln rifidelity investmentscustomer servicebilingualno degree requiredfinancial services401k supporthybrid role
- Work arrangement
- Weekend coverage required
Benefits & perks
- Comprehensive benefits package including health, retirement, and career development.
Why this role
Bilingual requirement; 14-week training program provided.
About the employer
Fidelity Investments is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: b72a3e66-1121-4a03-93a4-96f3670a5f85