Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Customer Associate - Bilingual- Smithfield

Fidelity Investments

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… 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. 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. #J-18808-Ljbffr Fidelity Investments

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Customer Associate - Bilingual- Smithfield in Smithfield, RI vacancy
  • ## Financial Planning Consultant - Smithfield, RIApplylocations: Smithfield, RItime type: Full timeposted on: Posted...  ...Planning Consultant**IMC 1 associates please do not apply to this requisition...  ...managed portfolio. It is a direct customer contact role in which the FPC will... 
    Suggested

    Soteria Reinsurance Ltd.

    Smithfield, RI
    3 days ago
  • Fidelity Investments is looking for a Planning and Advice Associate in Smithfield, Rhode Island. This role involves building relationships with clients, guiding them on financial planning and retirement through Fidelity's various tools and services. The ideal candidate... 
    Suggested

    Fidelity Investments

    Smithfield, RI
    4 days ago
  • Soteria Reinsurance Ltd. seeks a Planning and Advice Associate in Smithfield, RI. You will engage with workplace and personal investment customers, providing guidance on retirement and investment needs. This role involves developing client relationships through structured... 
    Suggested

    Soteria Reinsurance Ltd.

    Smithfield, RI
    22 hours ago
  • $16 - $20 per hour

     ...Yankee Candle-Retail Sales Associate - Smithfield, RI Job Type: Part-Time Location Type: Onsite Primary Location: Smithfield, Rhode Island...  ...implementing company selling strategies and building lasting customer relationships to enhance loyalty. Drive guest loyalty... 
    Suggested
    Part time
    Flexible hours

    Newell Brands

    Smithfield, RI
    12 days ago
  • $16 per hour

     ...Retail Sales Associate - Crossing Smithfield Part time 371 Putnam Pike, Suite 520, Smithfield, RI, US 02917 Hourly Range: $16.00 - $16.00 Employee...  ...part of our team and bring our brand to life for our customers. You're responsible for engaging and connecting with our... 
    Suggested
    Hourly pay
    Minimum wage
    Part time
    Work at office
    Flexible hours
    Night shift
    Weekend work
    Afternoon shift

    Gap

    Smithfield, RI
    2 days ago
  • $20 - $35 per hour

     ...Appointment Setter - Smithfield, RI Are you looking for a part time, entry level opportunity where your people skills and life experience are valued? We're urgently hiring motivated individuals to join Esler Companies - Renewal by Andersen and grow their careers with... 
    Hourly pay
    Part time
    Immediate start
    Flexible hours
    Weekend work

    Renewal by Andersen

    Smithfield, RI
    3 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of...  ...Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis,... 
    Bilingual
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Smithfield, RI
    a month ago
  •  ...City Personnel is seeking a Bilingual Customer Service Representative (CSR) in Providence, Rhode Island. This role requires managing a high volume of phone calls and digital inquiries while providing exceptional service in both English and Spanish. The ideal candidate... 
    Bilingual

    City Personnel

    Providence, RI
    2 days ago
  • A leading financial services firm is seeking Bilingual Financial Customer Associates for their Smithfield location. In this full-time role, you will help customers manage their 401k accounts while receiving comprehensive training. Ideal candidates are bilingual in English... 
    Bilingual
    Full time

    Fidelity Investments

    Smithfield, RI
    2 days ago
  •  ...looking for an Office Administrator to work in their busy Providence Office. Requirements: Answer phones Spanish/ Bilingual Greet customers Respond to e-mails using MS Outlook Write-up work orders Assist with other office tasks as needed Monday -... 
    Bilingual
    Work at office
    Monday to Friday

    Flagship Staffing Services

    Providence, RI
    1 day ago
  •  ...collected from clients and obtain revenue by recording and updating financial information, recording and collecting patient charges. The...  ...CPR (BLS) certifications or be willing to complete. Bilingual in English and Spanish; preferred Provide/maintain all required... 
    Bilingual
    Full time
    Part time
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift

    Comprehensive Community Action

    Cranston, RI
    9 days ago
  •  ...Full Time) Location: Woonsocket, RI POSITION SUMMARY:Provides customer service to customers seeking basic needs assistance. Provides...  ...with two years office/customer service experience preferred. Bilingual (Spanish/English) skills preferred. Minimum skills will include... 
    Bilingual
    Full time
    Contract work
    Work at office
    Flexible hours

    Community Care Alliance

    Woonsocket, RI
    2 days ago
  • Global Elite Empire Consultants is actively seeking bilingual individuals for remote positions. This opportunity is ideal for goal-oriented individuals who aspire to grow their careers at their own pace while developing leadership skills. Candidates should possess excellent... 
    Bilingual
    Remote job

    Global Elite Empire Consultants

    Cranston, RI
    1 day ago
  • Sherwin Williams in Pawtucket, RI is seeking a Customer Service Specialist who will work closely with customers to understand their needs...  ...visual standards of the store. The ideal candidate must be bilingual in English and Spanish, possess a valid driver's license, and... 
    Bilingual

    Sherwin Williams

    Pawtucket, RI
    3 days ago
  • $40 per hour

    Overview We are looking for a Financial Planner to join our team to train AI models. You will measure the progress of these AI chatbots...  ...and performance Qualifications Fluency in English (native or bilingual level) Detail-oriented Proficient in accounting, arithmetic, algebra... 
    Bilingual
    Hourly pay
    Full time
    Contract work
    Part time
    Remote work

    DataAnnotation

    Providence, RI
    4 days ago
  • Sherwin-Williams is seeking a Customer Service Specialist in Seekonk, MA. This role includes assisting customers with product needs, ensuring satisfaction, and achieving sales goals. Responsibilities include processing transactions, stocking shelves, and maintaining high... 
    Bilingual

    Sherwin-Williams

    Seekonk, MA
    1 day ago
  • $40 per hour

     ...engineering, DFIR, malware analysis, threat intelligence, or similar) ~ Some coding experience required ~ Fluency in English (native or bilingual level) ~ Strong writing and analytical skills ~ A bachelor’s degree is preferred ~ Cybersecurity certifications are a plus (e... 
    Bilingual
    Hourly pay
    Full time
    Part time
    Remote work

    DataAnnotation

    Providence, RI
    3 days ago
  • Navigant Credit Union is seeking a Commercial Loan Support Specialist in Smithfield, Rhode Island. This role involves analyzing the credit quality of commercial loans, providing administrative support, and communicating with loan officers and clients. Candidates should... 

    Navigant Credit Union

    Smithfield, RI
    1 day ago
  • Sherwin-Williams in Seekonk, MA, is seeking Customer Service Specialists who will work closely with wholesale and retail customers to provide tailored solutions and excellent satisfaction. The role requires effective communication and the ability to meet store sales goals... 
    Bilingual
    Flexible hours
    Afternoon shift

    Sherwin-Williams

    Seekonk, MA
    1 day ago
  • A financial services company based in Smithfield is seeking a Consultant for Wealth Product and Experience, focusing on improving customer interactions through innovative credit card solutions. The ideal candidate brings 8 years of experience in financial services, particularly... 

    Soteria Reinsurance Ltd.

    Smithfield, RI
    3 days ago
  •  ...Representative to handle incoming calls and provide excellent customer service. The role involves scheduling appointments and interacting...  ..., strong communication skills, and professional etiquette. Bilingual candidates are preferred, and the work schedule includes 40... 
    Bilingual
    Weekend work

    Thundermist Health Center

    Woonsocket, RI
    1 day ago
  •  ...Retail Sales Associate At Bath & Body Works, everyone belongs. We are committed to creating a culture of belonging focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing top talent. In addition... 
    Temporary work
    Part time
    Local area
    Work from home
    Shift work
    Weekend work
    Afternoon shift

    Bath & Body Works

    Smithfield, RI
    22 hours ago
  • Sherwin-Williams in Providence is seeking a Customer Service Specialist to manage customer relations, ensuring high satisfaction through...  ...18 years old, possesses a valid driver's license, and is bilingual in English and Spanish. This role requires occasional lifting... 
    Bilingual
    Weekend work
    Afternoon shift

    Sherwin-Williams

    Providence, RI
    1 day ago
  •  ...support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position...  ...in the absence of Assistant or Store Manager. Bilingual candidates encouraged to apply. Essential Job Functions Lead store... 
    Bilingual
    Local area
    Flexible hours
    Shift work
    Night shift

    O'Reilly Auto Parts

    North Providence, RI
    3 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might:...  ...Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis,... 
    Bilingual
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Pawtucket, RI
    more than 2 months ago
  • Soteria Reinsurance Ltd. is looking for a Financial Planning Consultant in Smithfield, RI. This role involves delivering personalized financial planning and integrated solutions. You will proactively engage with clients to help them meet their financial goals. The ideal... 

    Soteria Reinsurance Ltd.

    Smithfield, RI
    22 hours ago
  • Gamma Phi Omega International seeks a Financial Planning Consultant in Smithfield, RI to deliver personalized financial planning and integrated solutions for clients. The ideal candidate will have a strong background in financial services, excellent communication skills... 

    Gamma Phi Omega International

    Smithfield, RI
    4 days ago
  • Your Impact at Lowe's As a Customer Service Associate, you combine top‑notch customer service skills...  ...assistance program. Take charge of your financial future with a company‑matching 401(k)...  ...communities, we strongly encourage bilingual, military, and veteran talent to apply... 
    Bilingual
    Full time
    Part time
    Local area
    Flexible hours

    Role, Inc.

    Smithfield, RI
    1 day ago
  • Kappaalphapsi1911 is seeking a Financial Planning Consultant in Smithfield, RI. The chosen candidate will deliver personalized financial planning and integrated financial solutions, serving a diverse client base. This role requires strong communication skills and a minimum... 
    Full time

    Kappaalphapsi1911

    Smithfield, RI
    3 days ago
  • The Home Depot in Smithfield, Rhode Island is seeking Sales Specialists to assist customers in bringing their project ideas to life. In this role, you will offer product options, provide recommendations, and inform customers about current promotions and installation services... 

    The Home Depot

    Smithfield, RI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Customer Associate - Bilingual- Smithfield. Be the first to apply!