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Financial Customer Associate

Fidelity Investments

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Location:
United States , Merrimack

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Contract Type:
Not provided

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Salary:

Not provided

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 Merrimack 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.

Job Responsibility:

  • Help customers feel more confident, make clearer decisions, and achieve their own financial dreams
  • Assist with a broad range of needs including answering questions about their 401k account balance
  • Help to make withdrawals, loans, account maintenance
  • Provide education or resources
  • Provide outstanding customer service and communication via voice or digital channels

Requirements:

  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others
  • Adaptability and flexibility to succeed in various work environments
  • 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
  • Bilingual proficiency in English and Spanish

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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