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

Fidelity Investments is seeking Financial Customer Associates who enjoy making a difference in the lives of others while primarily working from home. In this full-time customer service role, you will help clients navigate their financial needs, particularly regarding their 401k accounts, while developing your skills and gaining valuable experience 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
• Continue taking customer calls to develop and hone your skills
• Celebrate achievements as you progress through the program
• Provide outstanding customer service and communication via voice or digital channels

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