Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY

About the role

We are seeking Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA), who live within 60 miles of the Greater Omaha area including Lincoln, NE. We have multiple Spanish teams that provide financial support to our customers worldwide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English.

Responsibilities

• Help customers feel more confident and make clearer decisions regarding their financial goals.
• Assist with a broad range of needs including answering questions about 401k account balances, making withdrawals, loans, and account maintenance.
• Provide education or resources to help customers achieve their financial dreams.

Requirements

• Comfortable having conversations over the phone in either English or Spanish.
• Ability to establish rapport and relationships through effective communication.
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
• Proficiency in navigating and troubleshooting basic technology issues or systems.
• Handle a variety of situations and conversations driving towards a resolution suitable for all.
• Self-motivated teammate with strong social skills who brings energy and passion to the team.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.

Skills

• Ability to establish rapport and relationships through effective communication.
• Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
• Proficiency in navigating and troubleshooting basic technology issues or systems.
• Handle a variety of situations and conversations driving towards a resolution suitable for all.
• Self-motivated teammate with strong social skills who brings energy and passion to the team.

Benefits

The value you deliver includes a passion for helping people and a desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making. Fidelity's benefit programs are crafted to help you and your loved ones strike the perfect balance.

Pay

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. The pay is commensurate with experience.

Schedule

Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods.