Financial Customer Advocate (Remote)

Fidelity Investments; Omaha (NE); On-site; USD 21,000 - 30,000; Full time

Job summary

Fidelity Investments is hiring a Financial Customer Associate to support customers primarily from home within the Omaha area. You will join a training cohort, handling calls related to 401(k) accounts, loans, and account maintenance, with opportunities for career growth.

A strong emphasis on communication and empathy will help clients make informed financial decisions. The role requires at least 1 year of customer service experience and a high school diploma or GED; no finance background is

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• No finance background needed to succeed in this role.

Responsibilities

• Assist customers with 401k account questions, withdrawals, and loans.
• Maintain accounts and provide education/resources to customers.
• Handle a variety of calls with a focus on clear, confident decisions.

Skills

Customer service

Communication

Empathy

Active listening

Adaptability

Tech troubleshooting

Team player

Education

High School diploma or GED

Job description

Fidelity Investments is hiring a Financial Customer Associate to support customers primarily from home within the Omaha area. You will join a training cohort, handling calls related to 401(k) accounts, loans, and account maintenance, with opportunities for career growth.

A strong emphasis on communication and empathy will help clients make informed financial decisions. The role requires at least 1 year of customer service experience and a high school diploma or GED; no finance background is