Remote Bilingual Financial Customer Associate

Soteria Reinsurance Ltd.; Omaha (NE); Hybrid; USD 22,041 - 30,307; Full time

Job summary

Fidelity Investments seeks a Financial Customer Associate to support customers in the Omaha/Lincoln area, primarily working from home with cohort-based training. You’ll answer questions about 401(k) accounts, assist with withdrawals or loans, and provide education to help customers achieve financial goals.

The role emphasizes strong communication, empathy, and adaptability, with ongoing coaching and career development. Monday–Friday, with potential overtime during peak periods.

Qualifications

• Minimum 1 year of customer service experience.
• Excellent communication and listening skills.
• Bilingual abilities preferred for diverse client interactions.
• Comfort with basic technology and problem solving.

Responsibilities

• Assist customers with 401k account balances, withdrawals, loans and maintenance.
• Provide education and resources to help customers make financial decisions.
• Handle a variety of calls and work toward resolutions, maintaining professionalism.

Skills

Bilingual

Customer service

Active listening

Communication

Empathy

Adaptability

Technical troubleshooting

Problem solving

Education

High School diploma or GED

Job description

Fidelity Investments seeks a Financial Customer Associate to support customers in the Omaha/Lincoln area, primarily working from home with cohort-based training. You’ll answer questions about 401(k) accounts, assist with withdrawals or loans, and provide education to help customers achieve financial goals.

The role emphasizes strong communication, empathy, and adaptability, with ongoing coaching and career development. Monday–Friday, with potential overtime during peak periods.