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Fidelity Investments

Mandarin speaking - Stock Plan Services Associate

Salt Lake City, UT

Job Description:

Stock Plan Services is looking for interested applicants who are fluent in Mandarin 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.

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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.

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 English as well as in Mandarin.

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 Mandarin.
  • 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.

The base salary range for this position is $46,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.


Series 07 - FINRA

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We 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 Accommodation Team by sending an email to, or by calling 800-835-5099, prompt 2, option 3.

Client-provided location(s): Salt Lake City, UT, USA; Merrimack, NH, USA; Westlake, TX, USA; Covington, KY, USA; Greenwood Village, CO, USA
Job ID: Fidelity-2090464
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.