Remote Financial Customer Advocate

Fidelity Investments; Omaha (NE); On-site; USD 24,796 - 33,062; Full time

Benefits offered by this job

Benefits package

Career coaching

Job summary

Fidelity Investments in the Omaha area is hiring Financial Customer Associates to support clients with questions about 401(k) plans, withdrawals, loans, and account maintenance. This full-time, hourly role emphasizes clear communication, empathy, and problem solving, with a structured onboarding program.

You will train for 14 weeks, join team activities, receive coaching, and work a schedule Monday to Friday with potential overtime during peak periods.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Ability to establish rapport through effective communication.
• Comfort with basic technology and systems.
• Willingness to work onsite in the Omaha area.

Responsibilities

• Answer questions about 401(k) balances and account features.
• Assist with withdrawals, loans, and account maintenance.
• Provide education and resources to customers.
• Learn about Fidelity’s products during training and onboarding.
• Balance calls and inquiries across multiple channels.

Skills

Customer service

Communication

Listening

Adaptability

Tech troubleshooting

Team player

Education

High School diploma

Job description

Fidelity Investments in the Omaha area is hiring Financial Customer Associates to support clients with questions about 401(k) plans, withdrawals, loans, and account maintenance. This full-time, hourly role emphasizes clear communication, empathy, and problem solving, with a structured onboarding program.

You will train for 14 weeks, join team activities, receive coaching, and work a schedule Monday to Friday with potential overtime during peak periods.