Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Company: Fidelity Investments
Location: Greenwood
Posted on: July 2, 2025
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Job Description:
Job Description: Do you genuinely enjoy making a difference in
the lives of others while primarily working from home? If you
answered “ yes ” and are a customer service-minded champion, we are
hiring Entry Level Customer Service Representatives, also known as
Financial Customer Associates (FCA) who live within 60 miles of the
Greater Omaha area including Lincoln, NE. In this full-time
position, you can apply your skills and knowledge in a significant
way every day to help others. 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. 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. 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, 40 hours per week (Must
have open availability from 7:30am to 11:00pm CST). Overtime hours
are encouraged during peak call periods Certifications: Category:
Customer Service Fidelity’s hybrid working model blends the best of
both onsite and offsite work experiences. Working onsite is
important for our business strategy and our culture. We also value
the benefits that working offsite offers associates. Most hybrid
roles require associates to work onsite every other week (all
business days, M-F) in a Fidelity office. 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.
Keywords: Fidelity Investments, Bellevue , Financial Customer Associate - Omaha / Lincoln, NE area ONLY, Customer Service & Call Center , Greenwood, Nebraska
