Entry Level Customer Service
Not Disclosed•Full-TimeRemote
location_on2767, Childs Road West, Bellevue, Sarpy County, Nebraska, 68147, United States
About the Role
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered "yes" and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA). This role is designed for individuals who live within 60 miles of the Greater Omaha area, including Lincoln, NE.
In this full-time position, you will apply your skills and knowledge in a significant way every day to help others. As an FCA, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs, including answering questions about 401(k) account balances, helping with withdrawals and loans, managing accounts, and providing education or resources. You do not need a finance background to succeed in this role.
What to Expect
As a new FCA, you will learn about the financial services industry, develop your skills, and gain new experiences. You will join a training cohort of associates during the first 14 weeks, starting with basic customer calls and progressing to more sophisticated calls related to our clients' 401(k) plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will also be time in the day, away from assisting customers, to join team activities, get well-being support, and receive career coaching.
Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on business needs and your availability. Shifts run Monday through Friday for 40 hours per week, with open availability required from 7:30 am to 11:00 pm CST. Overtime hours are encouraged during peak call periods.
Hiring Process & Application
Please note that Fidelity is not providing immigration sponsorship for this position. Additionally, Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA. These laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed).
Work location
Work model: Remote
2767, Childs Road West, Bellevue, Sarpy County, Nebraska, 68147, United States
Bellevue, Nebraska
Key Responsibilities
- check_circleProvide financial education and resources to help clients make decisions
- check_circleDeliver outstanding customer service via voice and digital channels
- check_circleNavigate and troubleshoot basic technology issues or systems
- check_circleEstablish rapport and resolve diverse customer situations effectively
- check_circleAssist customers with account maintenance and loan inquiries
- check_circleAnswer customer calls regarding 401k account balances and withdrawals
- check_circleParticipate in a 14-week training cohort to develop financial services skills
Requirements
- verifiedHigh School diploma or GED required
- verifiedMinimum 1 year of customer service experience
- verifiedLive within 60 miles of Greater Omaha area
- verifiedNot requiring immigration sponsorship
- verifiedNo criminal history restrictions per FINRA/securities laws
Benefits & Perks
check_circle14-week training cohort to develop skills in financial servicescheck_circleCareer coaching and well-being support available during work hourscheck_circleRewards and recognition program to celebrate achievementscheck_circleOpportunity to work extra hours based on business needs and availability
Similar Job Opportunities
Skills, education and keywords
Skills: Customer Service, 401K.
Education: High School diploma or GED required.
Frequently asked questions about Entry Level Customer Service at Fidelity Investments
What does a Entry Level Customer Service at Fidelity Investments do?expand_more
In this Entry Level Customer Service at Fidelity Investments role, you will provide financial education and resources to help clients make decisions; deliver outstanding customer service via voice and digital channels; navigate and troubleshoot basic technology issues or systems; and establish rapport and resolve diverse customer situations effectively.
What are the requirements for this Entry Level Customer Service role?expand_more
Fidelity Investments is looking for candidates who meet the following requirements: High School diploma or GED required; Minimum 1 year of customer service experience; Live within 60 miles of Greater Omaha area; Not requiring immigration sponsorship; and No criminal history restrictions per FINRA/securities laws.
Where is the Entry Level Customer Service role at Fidelity Investments located?expand_more
Entry Level Customer Service at Fidelity Investments is based in 2767, Childs Road West, Bellevue, Sarpy County, Nebraska, 68147, United States. This is a remote role.
Is this Entry Level Customer Service job remote, hybrid, or on-site?expand_more
Fidelity Investments has listed this Entry Level Customer Service role as remote.
How much experience is required for this Entry Level Customer Service role?expand_more
Entry Level Customer Service at Fidelity Investments typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Entry Level Customer Service role at Fidelity Investments?expand_more
Key skills for Entry Level Customer Service at Fidelity Investments include Customer Service; and 401K.
What education is required for Entry Level Customer Service at Fidelity Investments?expand_more
Educational requirements for this role: High School diploma or GED required.
What category does the Entry Level Customer Service role belong to?expand_more
Entry Level Customer Service at Fidelity Investments is part of the customer services job category on Recrutus.