Talent.com
Financial Customer Associate - Bilingual - Albuquerque
Financial Customer Associate - Bilingual - AlbuquerqueFidelity • Albuquerque, NM, US
No longer accepting applications
Financial Customer Associate - Bilingual - Albuquerque

Financial Customer Associate - Bilingual - Albuquerque

Fidelity • Albuquerque, NM, US
29 days ago
Job type
  • Full-time
Job description

Bilingual Financial Customer Associate

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 Albuquerque site. We have multiple Spanish teams that provide financial support to our customers worldwide. 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

As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.

  • 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.

    Shifts and Hours : Monday Friday. Training hours are 7 : 30am 4 : 00pm MST and post training must be able to work an 8hr shift between the hours of 7 : 00am 10 : 00pm MST

    Category : Customer Service

    Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

    Create a job alert for this search

    Financial Associate • Albuquerque, NM, US

    Related jobs
    Bilingual Financial Center Leader (Eligible for Signing Bonus)

    Bilingual Financial Center Leader (Eligible for Signing Bonus)

    BOK Financial • Albuquerque, NM, US
    Full-time
    Bilingual Financial Center Leader (Eligible for Signing Bonus).Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more toge...Show more
    Last updated: 8 days ago • Promoted
    Customer Service Associate I

    Customer Service Associate I

    Family Dollar • Los Lunas, NM, US
    Part-time
    We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show more
    Last updated: 30+ days ago • Promoted
    Voya Financial Albuquerque

    Voya Financial Albuquerque

    Voya Financial Advisors Inc • Albuquerque, NM, United States
    Full-time
    Financial Professional to join our team in the greater Albuquerque area to work plan sponsor relationships.This position will be responsible for 403(b) / 457 enrollment, retirement and investment str...Show more
    Last updated: 24 days ago • Promoted
    Customer Service Associate

    Customer Service Associate

    Walmart • Belen, NM, USA
    Full-time
    Join the Walmart team and provide exceptional customer service while working in a dynamic, team-oriented environment.As a Customer Service Associate, you will help customers find the products they ...Show more
    Last updated: 21 days ago • Promoted
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan Stanley • Albuquerque, NM, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...Show more
    Last updated: 1 day ago • Promoted
    Costco Bakery Associate

    Costco Bakery Associate

    TradeJobsWorkforce • 87006 Bosque, NM, US
    Full-time
    Be part of our success story as a Costco Bakery Associate to manage daily responsibilities with a focus on quality and efficiency, adapt to shifting priorities and business needs, and maintain accu...Show more
    Last updated: 30+ days ago • Promoted
    Regional Sales Associate

    Regional Sales Associate

    RepRally • Los Trujillos, NM, United States
    Full-time
    We are seeking a motivated and customer-focused Field Sales Representative to join our dynamic team as we change the distribution industry. We're creating a unified platform that connects brands, sa...Show more
    Last updated: 30+ days ago • Promoted
    Tax Associate

    Tax Associate

    H&R Block • Belen, NM, US
    Full-time
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 17 days ago • Promoted
    Bilingual Financial Services Professional (Insurance)

    Bilingual Financial Services Professional (Insurance)

    Security National Life Insurance Company • Albuquerque, NM, US
    Full-time
    Quick Apply
    Spanish Language Final Expense Life Insurance Agents Wanted Security National Life Insurance Company Are you ready to make a difference while building a rewarding career?.Security National Life Ins...Show more
    Last updated: 30+ days ago
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border Protection • Las Maravillas, New Mexico, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    Costco • Los Lunas, NM, USA
    Full-time
    At Costco, we are committed to providing the best possible shopping experience for our members.Join our team of dedicated sales professionals and work in a fast-paced, team-oriented environment whe...Show more
    Last updated: 21 days ago • Promoted
    Teller Bilingual Albuquerque

    Teller Bilingual Albuquerque

    Wells Fargo • Bernalillo, NM, United States
    Full-time
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show more
    Last updated: 12 days ago • Promoted
    Automotive eCommerce Sales Associate AutoNation USA Albuquerque

    Automotive eCommerce Sales Associate AutoNation USA Albuquerque

    CarDash • Albuquerque, NM, US
    Full-time
    Here at AutoNation USA Albuquerque, the E-Commerce Sales Associate interacts with hundreds of customers online, over the phone and in person to help guide their vehicle purchase in our no-haggle ...Show more
    Last updated: 30+ days ago • Promoted
    Customer Service Associate

    Customer Service Associate

    Walgreens • Los Lunas, NM, US
    Part-time
    Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Retail Customer Service Specialist (Spanish)

    Bilingual Retail Customer Service Specialist (Spanish)

    Sherwin Williams • Rio Rancho, NM, US
    Full-time
    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Sto...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Sandia Area Federal Credit Union

    Financial Advisor - Sandia Area Federal Credit Union

    LPL Financial • Albuquerque, NM, US
    Full-time
    Financial Advisor Sandia Area Federal Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruSta...Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Inbound Sales Representative - $17.00 Hourly + Commission (Remote New Mexico)

    Bilingual Inbound Sales Representative - $17.00 Hourly + Commission (Remote New Mexico)

    Remote Staffing • Rio Rancho, NM, US
    Remote
    Full-time
    Bilingual Inbound Sales Representative.At Extra Space Storage, we value people who care.We started in 1977 and today we are a leading self-storage company in the industry.To maintain our lead, we n...Show more
    Last updated: 5 days ago • Promoted
    Financial Services Representative - Albuquerque, NM

    Financial Services Representative - Albuquerque, NM

    Fidelity • Albuquerque, NM, US
    Full-time
    Financial Services Representative.Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, w...Show more
    Last updated: 10 days ago • Promoted