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Financial Customer Associate

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Fidelity Investments

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Location:
United States , Omaha ▼

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered 'yes' and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as 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. 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. You do not need a finance background to succeed in this role.

Job Responsibility:

  • Answer questions about 401k account balance
  • Help with withdrawals, loans, account maintenance
  • Provide education or resources
  • Start with basic customer calls and progress to more sophisticated calls related to 401K plans
  • Handle a variety of situations and conversations driving towards a resolution

Requirements:

  • Minimum 1 year of customer service experience
  • High School diploma or GED required
What we offer:
  • Rewards & Recognition
  • Career coaching
  • Well-being support
  • Opportunity to work extra hours

Additional Information:

Job Posted:
April 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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