Remote Financial Customer Associate - Entry Level

Fidelity Investments Inc.; Nebraska; On-site; USD 38,000 - 46,000; Full time

Job summary

Fidelity Investments Inc. in Omaha/NE is hiring a Financial Customer Associate to support clients via phone and digital channels. The role is full-time with 40 hours weekly and requires strong communication and empathy to help clients manage 401k questions, withdrawals, loans, and account maintenance.

Training lasts 14 weeks, with ongoing coaching and opportunities for career growth. The onsite working model is rolling out regionally, and some flexibility may exist while the role emphasizes

Qualifications

• Minimum 1 year of customer service experience
• High School diploma or GED required
• 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.
• Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
• 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

Responsibilities

• Answer questions about 401k balances, withdrawals, loans, and account maintenance.
• Provide education or resources to help customers make informed decisions.
• Participate in 14-week training to become a Financial Customer Associate.
• Work with customer calls and later more advanced calls related to client plans.
• Support team activities, well-being, and career coaching.
• Rewards & Recognition as you progress.
• This is a full-time hourly position with possible overtime.

Job description

Fidelity Investments Inc. in Omaha/NE is hiring a Financial Customer Associate to support clients via phone and digital channels. The role is full-time with 40 hours weekly and requires strong communication and empathy to help clients manage 401k questions, withdrawals, loans, and account maintenance.

Training lasts 14 weeks, with ongoing coaching and opportunities for career growth. The onsite working model is rolling out regionally, and some flexibility may exist while the role emphasizes