
This full-time entry-level role serves as a Financial Customer Associate for a financial services team, supporting clients primarily from home within the Omaha and Lincoln, Nebraska area. The position involves guiding customers through 401k account inquiries, assisting with withdrawals and loans, and providing educational resources to help them achieve financial goals. Key responsibilities include managing inbound calls, troubleshooting basic technical issues, and participating in a structured 14-week training program that progresses from basic inquiries to complex financial planning support. The role is appealing due to its focus on personal growth, offering continuous learning opportunities, career coaching, and a supportive culture that celebrates individual achievements. The position requires a high school diploma and one year of customer service experience, with flexible availability to cover business hours.















