Financial Customer Associate

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 be dedicated time in 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.

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.