Talent.com
Financial Customer Associate - Bilingual - Albuquerque
Financial Customer Associate - Bilingual - AlbuquerqueFidelity Investments • Los Lunas, NM, United States
Financial Customer Associate - Bilingual - Albuquerque

Financial Customer Associate - Bilingual - Albuquerque

Fidelity Investments • Los Lunas, NM, United States
30+ days ago
Job type
  • Full-time
Job description

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 Albuquerque 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…

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. Click here to learn about a few featured benefits (not all benefits are listed)

    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

    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.

    Create a job alert for this search

    Bilingual Associate • Los Lunas, NM, United States

    Related jobs
    Financial Customer Associate - Bilingual - Albuquerque

    Financial Customer Associate - Bilingual - Albuquerque

    Fidelity Investments • Isleta, NM, US
    Full-time
    Do you genuinely enjoy making a difference in the lives of others? If you answered “.Bilingual Financial Customer Associates (FCA) in our Albuquerque site. We have multiple Spanish teams that ...Show more
    Last updated: 30+ days ago • Promoted
    Banking Services Associate

    Banking Services Associate

    Fidelity Investments • Albuquerque, NM, US
    Full-time
    Do you genuinely enjoy making a difference in the lives of others? If you answered “.Financial Customer Associates (FCA) in our Albuquerque site. In this full-time position, you can apply your...Show more
    Last updated: 30+ days ago • Promoted
    Retail Banking Associate

    Retail Banking Associate

    Fidelity Investments • Albuquerque, NM, US
    Full-time
    Do you genuinely enjoy making a difference in the lives of others? If you answered “.Financial Customer Associates (FCA) in our Albuquerque site. In this full-time position, you can apply your...Show more
    Last updated: 30+ days ago • Promoted
    CPA Enrolled Agent

    CPA Enrolled Agent

    Jackson Hewitt • Belen, NM, United States
    Full-time +1
    Job Summary : We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our dynamic tax and finance team. The successful candidate will play a crucial role in ensuring the accurac...Show more
    Last updated: 1 day ago • Promoted
    Credit Analyst

    Credit Analyst

    Nusenda • Albuquerque, NM, United States
    Full-time
    Nusenda Credit Union is dedicated to excellent member service and being a great place to work.We strive to make a positive difference in the lives of our members and the communities we serve to hel...Show more
    Last updated: 1 day ago • Promoted
    Mutuel Teller

    Mutuel Teller

    The Downs Racetrack & Casino • Albuquerque, NM, United States
    Full-time
    The Downs Racetrack and Casino is now recruiting for Mutuel Teller! This position assists guests with placing wagers, makes payments on winning tickets, and provides general customer service.This e...Show more
    Last updated: 1 day ago • Promoted
    Financial Services Associate

    Financial Services Associate

    Fidelity Investments • Albuquerque, NM, US
    Full-time
    Do you genuinely enjoy making a difference in the lives of others? If you answered “.Financial Customer Associates (FCA) in our Albuquerque site. In this full-time position, you can apply your...Show more
    Last updated: 30+ days ago • Promoted
    CPA / Enrolled Agent

    CPA / Enrolled Agent

    Jackson Hewitt - 2861 • Belen, NM, US
    Full-time +1
    We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our dynamic tax and finance team.The successful candidate will play a crucial role in ensuring the accuracy and integri...Show more
    Last updated: 30+ days ago • Promoted
    Tax Associate

    Tax Associate

    H&R Block • Los Lunas, NM, United States
    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: 1 day ago • Promoted
    Bookkeeper

    Bookkeeper

    Jackson Hewitt • Los Lunas, NM, United States
    Full-time
    We are seeking a detail-oriented and organized Bookkeeper to manage client’s financial records.The Bookkeeper will be responsible for maintaining accurate books on accounts payable and receivable, ...Show more
    Last updated: 1 day ago • Promoted
    Financial Customer Associate - Albuquerque

    Financial Customer Associate - Albuquerque

    Fidelity Investments • Cedar Crest, NM, US
    Full-time
    Do you genuinely enjoy making a difference in the lives of others? If you answered “.Financial Customer Associates (FCA) in our Albuquerque site. In this full-time position, you can apply your...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker I

    Personal Banker I

    UMB Financial Corporation • Albuquerque, NM, United States
    Full-time
    UMB are experts at building customer relationships and recommending and selling products and services.Personal Bankers use their product knowledge and every interaction to identify needs and offer ...Show more
    Last updated: 1 day ago • Promoted
    Personal Banker I

    Personal Banker I

    UMB Bank • Albuquerque, NM, United States
    Full-time
    UMB are experts at building customer relationships and recommending and selling products and services.Personal Bankers use their product knowledge and every interaction to identify needs and offer ...Show more
    Last updated: 1 day ago • Promoted
    Accounts Receivable Associate

    Accounts Receivable Associate

    Jobot • Albuquerque, NM, United States
    Full-time
    We are currently seeking a dynamic and highly-motivated Consulting Accounts Receivable Clerk to join our team.This exciting role is integral to our finance department, with a direct impact on the c...Show more
    Last updated: 1 day ago • Promoted
    Personal Banker II

    Personal Banker II

    UMB Bank • Albuquerque, NM, United States
    Full-time
    UMB are experts at building customer relationships and recommending and selling products and services.Personal Bankers use their product knowledge and every interaction to identify needs and offer ...Show more
    Last updated: 1 day ago • Promoted
    Personal Banker - Albuquerque, NM

    Personal Banker - Albuquerque, NM

    First Convenience Bank • Albuquerque, NM, United States
    Full-time
    Back 5h Personal Banker #920-26999 Albuquerque, New Mexico, United States Apply X Facebook LinkedIn Email Copy Location FCB Albuquerque Wyoming Blvd Wal-Mart Location Address 2266 Wyoming Blvd.NE P...Show more
    Last updated: 1 day ago • Promoted
    Credit Analyst

    Credit Analyst

    TradeJobsWorkForce • 87006 Bosque, NM, US
    Full-time
    Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence Provide recommendations tied to a...Show more
    Last updated: 30+ days ago • Promoted
    CPA / Enrolled Agent

    CPA / Enrolled Agent

    Jackson Hewitt • Albuquerque, NM, US
    Full-time +1
    We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our dynamic tax and finance team.The successful candidate will play a crucial role in ensuring the accuracy and integri...Show more
    Last updated: 30+ days ago • Promoted