Entry Level Customer Service - Omaha / Lincoln, NE area ONLY

Fidelity Investments is seeking Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA), who reside within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position, you will assist customers with their financial inquiries, including 401k account management, while developing your skills in the financial services industry.

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
• Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate
• Start with basic customer calls and progress to more sophisticated calls related to clients' 401K plans
• Continue taking customer calls to develop and hone skills
• Participate in team activities, get well-being support, and career coaching

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