Fidelity Investments · 2 weeks ago
Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY
Omaha, NE
Full-time
Hybrid
Entry Level
1+ years expFidelity Investments is a financial services company that seeks to make a difference in the lives of others. They are hiring Entry Level Customer Service Representatives, known as Financial Customer Associates, to provide financial support to customers, primarily from home.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
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
Provide outstanding customer service and communication via voice or digital channels
Qualification
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
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
Benefits
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance.
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase