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

Fidelity • Omaha, NE

5d • Hybrid

About The Position

Fidelity is hiring Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, 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 their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences. 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.

Requirements

• Minimum 1 year of customer service experience
• High School diploma or GED required
• 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.
• Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
• 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
• Must have open availability from 7:30am to 11:00pm CST

Nice To Haves

• You do not need a finance background to succeed in the role.
• You do not need a finance background or a degree to succeed in the role.

Responsibilities

• Answering questions about 401k account balance
• Helping to make withdrawals and loans
• Assisting with account maintenance
• Providing education or resources
• Taking basic customer calls
• Progressing to more sophisticated calls related to 401K plans
• Continuing to take customer calls to develop and hone skills
• Joining team activities
• Getting well-being support
• Receiving career coaching

Benefits

• Opportunity to work extra hours based on business needs and availability
• Benefit programs crafted to help you and your loved ones strike the perfect balance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED