Remote Financial Customer Support Specialist

Soteria Reinsurance Ltd.; Omaha (NE); On-site; USD 20,664 - 30,307; Full time

Job summary

Fidelity Investments in the Omaha/Lincoln area is seeking a Financial Customer Associate to help customers with 401k accounts, withdrawals, loans, and maintenance. You will start with basic calls during a 14-week training cohort and progress to more advanced inquiries.

The role emphasizes empathy, clear communication, and adaptability in a hybrid/onsite environment. A high school diploma or GED and at least 1 year of customer service experience are required.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.

Responsibilities

• Assist customers with inquiries about their accounts and services.
• Participate in training to become a Financial Customer Associate over 14 weeks.
• Provide excellent customer service via voice or digital channels and support ongoing education.

Skills

Rapport building

Active listening

Empathy

Adaptability

Tech troubleshooting

Customer issue resolution

Team player

Customer service experience

Education

High School diploma or GED

Job description

Fidelity Investments in the Omaha/Lincoln area is seeking a Financial Customer Associate to help customers with 401k accounts, withdrawals, loans, and maintenance. You will start with basic calls during a 14-week training cohort and progress to more advanced inquiries.

The role emphasizes empathy, clear communication, and adaptability in a hybrid/onsite environment. A high school diploma or GED and at least 1 year of customer service experience are required.