Job Description

Stock Plan Services is looking for interested applicants who are fluent in Japanese to join the team.

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. We 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 enables long-term success for you and our clients. Your 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 Japanese as well as strong English skills
• FINRA Series 7 and 63 preferred, OR ability to acquire upon hire (paid training and support provided)
• Ability to work overnight schedule to meet the needs of our Asia based participants

The Purpose of Your Role

As an associate in Stock Plan Services, you will partner with Fidelity Workplace Investing to service our participants at the highest level possible. As a multilingual Stock Plan Associate you will be expected to provide live language support to our international participants in Japanese as well as in English.

The Skills You Bring

• Your keen interest in the financial services market, economy and industry trends
• You have robust influencing, consulting, and communication skills
• Your experience delivering outstanding customer service in a metric-oriented environment
• You thrive in a fast paced, challenging, and evolving team-oriented environment
• 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 Japanese.
• You are capable at managing risk in a foreign language, including monitoring peer calls for compliance with industry standards.

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. 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 financial dreams.

How Your Work Impacts the Organization

Our 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 the marketplace.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

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.