Bilingual Financial Customer Advocate

Soteria Reinsurance Ltd.; Smithfield (RI); On-site; USD 24,796 - 33,062; Full time

Benefits offered by this job

Training program

Onsite role with phased return

Job summary

Fidelity Investments in Smithfield, RI seeks a Financial Customer Associate to deliver high-quality service on-site. You will assist customers with 401(k) questions, withdrawals, loans, and account maintenance while learning the Fidelity platform.

The program starts with a 14-week training cohort and includes ongoing coaching, team activities, and opportunities for growth. A finance background is not required; strong listening and communication are essential.

Qualifications

• Minimum 1 year of customer service experience.
• Strong listening and communication skills.
• Ability to handle a variety of customer scenarios.
• Proficiency in navigating basic technology.

Responsibilities

• Answer questions about 401k accounts, withdrawals, loans.
• Provide education and resources to help customers make decisions.
• Maintain accurate records of customer interactions.
• Participate in training and mentoring programs.

Skills

Customer service

Communication skills

Active listening

Empathy

Adaptability

Team player

Education

High School diploma or GED

Job description

Fidelity Investments in Smithfield, RI seeks a Financial Customer Associate to deliver high-quality service on-site. You will assist customers with 401(k) questions, withdrawals, loans, and account maintenance while learning the Fidelity platform.

The program starts with a 14-week training cohort and includes ongoing coaching, team activities, and opportunities for growth. A finance background is not required; strong listening and communication are essential.