Remote Financial Customer Associate – Career in Finance

Soteria Reinsurance Ltd.; Omaha (NE); On-site; USD 32,000 - 42,000; Full time

Job summary

Fidelity Investments is seeking a Financial Customer Associate to support customers primarily from home within 60 miles of the Greater Omaha area, including Lincoln, NE. This full-time role involves training over 14 weeks, handling calls about 401k balances, withdrawals, loans, account maintenance, and providing education and resources.

No finance background required; strong communication and empathy are essential.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Ability to establish rapport and effective communication.
• Great listening skills, professionalism, and empathy.
• Flexible to work in office and home environments.
• Proficient in navigating basic technology issues.

Responsibilities

• Answer customer questions about their accounts and services.
• Assist with account maintenance, education, and resources.
• Provide excellent customer service via voice or digital channels.

Skills

Rapport building

Active listening

Adaptability

Tech proficiency

Communication

Customer service

Teamwork

Education

High School diploma or GED

Job description

Fidelity Investments is seeking a Financial Customer Associate to support customers primarily from home within 60 miles of the Greater Omaha area, including Lincoln, NE. This full-time role involves training over 14 weeks, handling calls about 401k balances, withdrawals, loans, account maintenance, and providing education and resources.

No finance background required; strong communication and empathy are essential.