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  1. Home
  2. chevron_right
  3. customer services
  4. chevron_right
  5. Entry Level Customer Service
Fidelity Investments logo

Entry Level Customer Service

Not Disclosed•Full-TimeRemote

location_onUniversity of Nebraska at Omaha, University Drive East, Omaha, Douglas County, Nebraska, 68182, United States

Apply Now

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. You will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. Your day-to-day will involve assisting with a broad range of needs, including answering questions about 401k account balances, helping with withdrawals and loans, performing account maintenance, 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' 401k plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will also be dedicated time during the day, away from assisting customers, to join team activities, receive well-being support, and engage in 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 and Hours

This role operates Monday through Friday for 40 hours per week. Candidates must have open availability from 7:30 am to 11:00 pm CST. Overtime hours are encouraged during peak call periods.

Important Notes

Please be advised that 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.

Additionally, Fidelity is not providing immigration sponsorship for this position.

Work location

Work model: Remote

location_on

University of Nebraska at Omaha, University Drive East, Omaha, Douglas County, Nebraska, 68182, United States

Omaha, 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 skillscheck_circleCareer coaching and well-being supportcheck_circleRewards and recognition program for achievementscheck_circleOpportunity to work extra hours based on availability
Fidelity Investments logo
Company

Fidelity Investments

Industry

customer services

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

1+ yrs (Entry Level)

Education

High School diploma or GED required

Job Type

Full-Time

Skills Required

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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
Day-to-day, the Entry Level Customer Service at Fidelity Investments 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 University of Nebraska at Omaha, University Drive East, Omaha, Douglas County, Nebraska, 68182, 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.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Customer Service401K
US privacy notice
Accessibility