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

Fidelity Investments•Omaha, NE

6d•Hybrid

About The Position

This is a full-time position for a Financial Customer Associate (FCA) who lives within 60 miles of the Greater Omaha area, including Lincoln, NE. The role involves helping customers feel more confident, make clearer decisions, and achieve their financial dreams by assisting with inquiries about 401k account balances, withdrawals, loans, and account maintenance, as well as providing education and resources. No finance background or degree is required. New FCAs will undergo a 14-week training program, starting with basic customer calls and progressing to more complex 401K plan-related calls. Following training, associates will continue taking customer calls to develop their skills, with dedicated time for team activities, well-being support, and career coaching. The position is hourly and phone-based, with opportunities for overtime during peak periods. Fidelity is transitioning to a full-time onsite working model, and while some roles currently require 100% onsite presence, expectations may evolve. This transition does not apply to fully remote roles.

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.
Adaptability and flexibility to succeed in various work environments.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Ability to 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 7:30 am to 11:00 pm CST.
Live within 60 miles of the Greater Omaha area including Lincoln, NE.