Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Job Description
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) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
Responsibilities
- Help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
- Assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources.
Requirements
- 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: A passion for helping people, desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making, provide outstanding customer service and communication via voice or digital channels.
Pay
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.
Schedule
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.
Shifts and Hours
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.
Our Investments in You
We offer a range of benefits designed 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).
Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications
Category: Customer Service
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.