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, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress 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 time in the day (away from assisting customers) to join team activities, get well-being support, and 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 the 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. Click here to learn about a few featured benefits (not all benefits are listed).

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, among others. 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

Work model: Remote

14th Avenue, Council Bluffs, Lewis Township, Pottawattamie County, Iowa, 51501, United States

Council Bluffs, Iowa

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
verifiedNo immigration sponsorship provided
verifiedMust have open availability from 7:30am to 11:00pm CST

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

Skills, education and keywords

Skills: Customer Service, Communication, Listening Skills, Troubleshooting Basic Technology Issues.

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

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; No immigration sponsorship provided; and Must have open availability from 7:30am to 11:00pm CST.

Where is the Financial Customer Associate role at Fidelity Investments located?expand_more

Financial Customer Associate at Fidelity Investments is based in 14th Avenue, Council Bluffs, Lewis Township, Pottawattamie County, Iowa, 51501, United States. This is a remote role.

Is this Financial Customer Associate job remote, hybrid, or on-site?expand_more

Fidelity Investments has listed this Financial Customer Associate role as remote.

How much experience is required for this Financial Customer Associate role?expand_more

Financial Customer Associate at Fidelity Investments typically requires 1+ years of relevant experience at the entry level level.

What skills do you need for the Financial Customer Associate role at Fidelity Investments?expand_more

Key skills for Financial Customer Associate at Fidelity Investments include Customer Service; Communication; Listening Skills; and Troubleshooting Basic Technology Issues.

What education is required for Financial Customer Associate at Fidelity Investments?expand_more

Educational requirements for this role: High School diploma or GED required.

What category does the Financial Customer Associate role belong to?expand_more

Financial Customer Associate at Fidelity Investments is part of the customer services job category on Recrutus.