Mandarin speaking - Stock Plan Services Associate
Company: Fidelity Investments
Location: Salt Lake City
Posted on: September 19, 2023
Stock Plan Services is looking for interested applicants who are
fluent in Mandarin to join the team in Salt Lake City.
Join a team that's an industry leader in innovation and invests in
you with key product and service offerings, groundbreaking
technology, and a world-class platform. \u00A0We empower
professional growth, flexibility and support a culture of diversity
and inclusion along with work life balance. This brings a feeling
of togetherness in the Fidelity family that \u00A0enables long-term
success for you and our clients. \u00A0Your desire to grow and
learn within the industry will open the door to a career path full
of professional rewards.
We know you will inspire client dedication and engagement to
develop long-lasting positive relationships with Fidelity.
The Expertise We re Looking For
- Customer service experience
- Proficiency in Mandarin as well as strong English skills
- FINRA Series 7 and 63 preferred, OR ability to acquire upon
hire (paid training & support provided)
- Ability to work overnight schedule to meet the needs of our
Asia based participants\u00A0
- The Purpose of Your RoleAs an associate in Stock Plan Services,
you will partner with Fidelity Workplace Investing to service our
participants at the highest level possible.\u00A0 As a multilingual
Stock Plan Associate you will be expected to provide live language
support to our international participants in English as well as in
The Skills You Bring
- Your keen interest in the financial services market, economy
and industry trends
- You have robust influencing, consulting, and communication
- Your experience delivering outstanding customer service in a
- You thrive in a fast paced, challenging, and evolving
- You have a strong aptitude for embracing new technology and the
ability to simultaneously leverage multiple systems and resources
to find the answers you need.
- You have a desire to coach fellow associates on call quality in
- You are capable at managing risk in a foreign language,
including monitoring peer calls for compliance with industry
The Value You Deliver
- Engaging with customers while providing outstanding service
when they call in to our regional center.
- Responding to inquiries and requests for information and
assistance with their stock plan accounts.\u00A0 This includes the
description of account features, communicating account balances,
and executing efficient and accurate trades.
- Partnering with other business units and roles within the
organization to help with additional customer needs, and ensuring
continuous process improvements.
- Educating and empowering our customers through insightful
conversations while leveraging online resources to discuss Fidelity
s wide range of products and services.
- Partnering with our participants to help them achieve their
How Your Work Impacts the OrganizationOur associates engage with
employees of companies that have received deferred compensation.
You will be educating stock plan participants on all aspects of
their compensation and awards along with completing trading and
service needs. Our ability to make a difference with participants
is the hallmark of SPS and a competitive advantage for Fidelity in
Certifications:Series 07 - FINRACompany OverviewFidelity
Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a , we
have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, our goal is for
most people to work flexibly in a way that balances both personal
and business needs with time onsite and offsite through what we're
calling \u0022.\u0022We invite you to Find Your Fidelity at
.Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to -, or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Salt Lake City , Mandarin speaking - Stock Plan Services Associate, Other , Salt Lake City, Utah
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