
This full-time entry-level role involves serving as a Financial Customer Associate for a financial services team, supporting clients primarily from home within the Omaha and Lincoln, Nebraska area. The position focuses on assisting customers with 401k account inquiries, withdrawals, and financial education to help them achieve their financial goals. Key responsibilities include managing customer calls, troubleshooting basic technology issues, and participating in a structured 14-week training program that progresses from basic inquiries to complex retirement plan discussions. The role is appealing due to its emphasis on professional growth, continuous learning, and a supportive culture that includes career coaching and well-being resources. The position offers a flexible work arrangement with standard business hours and the potential for overtime, requiring only a high school diploma and prior customer service experience rather than a finance background.


