Financial Customer Associate
Not Disclosed•Full-TimeRemote
location_on5067, South 54th Street, Omaha, Douglas County, Nebraska, 68117, 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. 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 401k account balances, helping with withdrawals and loans, 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'll 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 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.
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. We offer a comprehensive suite of benefits designed to support your well-being and career growth.
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.
Note: Fidelity is not providing immigration sponsorship for this position.
Work location
Remote
Similar Job Opportunities
Skills, education and keywords
Skills: Customer Service, 401K.
Education: High School diploma or GED required.
Frequently asked questions about Financial Customer Associate at Fidelity Investments
What does a Financial Customer Associate at Fidelity Investments do?expand_more
Day-to-day, the Financial Customer Associate 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 Financial Customer Associate role?expand_more
To qualify for the Financial Customer Associate at Fidelity Investments position, applicants should have: High School diploma or GED required; Minimum 1 year of customer service experience; Proficiency in navigating and troubleshooting basic technology issues; Live within 60 miles of Greater Omaha area; and Not requiring immigration sponsorship.
Where is the Financial Customer Associate role at Fidelity Investments located?expand_more
Financial Customer Associate at Fidelity Investments is based in 5067, South 54th Street, Omaha, Douglas County, Nebraska, 68117, United States. This is a remote role.