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Financial Customer Associate - Bilingual - Albuquerque

Fidelity Investments · Albuquerque, NM · Customer Service

Employment type

Full-time

Work setting

On-site

Location

Albuquerque, NM

Schedule

Day shift

Posted

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Job overview

The Financial Customer Associate - Bilingual - Albuquerque is an onsite role based in Albuquerque, NM. Compensation is not specified for this position, which supports the customer service department at Fidelity Investments. This role exists to provide exceptional support to customers by assisting with 401k account management, withdrawals, and general financial inquiries in both English and Spanish. The associate contributes to the team by helping clients feel confident in their financial decision-making and achieving their long-term goals.

What you'll do

  • Handle customer calls regarding 401k plans, assist with account maintenance, provide financial education, and participate in ongoing training and career development activities.

What we're looking for

Skills & competencies
full-time
day shift
albuquerque nm
fidelity
customer service
onsite
401k
financial services
bilingual
spanish
no degree required
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Comprehensive benefit programs provided
  • details available via company portal.

Why this role

Bilingual (Spanish/English) required; no finance background required.

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
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