Undergraduates, Financial Customer Associate – Omaha, NE area ONLY

Omaha, Nebraska
Fidelity Investments
Job Description:

Financial Customer Associate – Omaha, NE Area only

Are you looking for a career where you will make a difference in people’s lives while primarily working from home?

If so, consider joining our customer service team. We’re hiring great people with a passion for helping others, who live within 60 miles of the Greater Omaha metro area.

Apply today to join the next class of Financial Customer Associates. This is a full-time, phone-based customer service position and you do not need a finance background to succeed in the role. We’re looking for individuals who care about and can relate with others. We provide paid training, a complete work from home computer package, and all the resources you need.

Make an Impact By

• Establishing rapport and showing empathy with customers, making them feel valued

• Effectively using internal resources (e.g. computer systems, online resources, and business partner relationships) to arrive at the right solution for the client

• Demonstrating excellent customer service skills with perseverance to resolve issues and processing transactions accurately

• Defining a problem clearly and raising concerns when necessary

• Taking initiative for acquiring the expertise and knowledge to effectively resolve customer issues

• Assisting customers with professionalism while following measurable business goals

The Expertise and Skills You Bring

• Having a degree or customer service experience is helpful. If you d on’t have a degree, but would like to pursue one, Fidelity offers tuition reimbursement programs that can help you further your education.

• Listening and empathy skills to support the challenges of our diverse customers

• Excellent communications skills (both written and verbal)

• “Of service” attitude towards others and being a supportive teammate

• Personal computer proficiency

• Pro-active problem-solving skills

• Ability to manage challenging situations and conversations

• Utilizing effective questioning to uncovering hidden customer needs

• Identifying the actions needed to obtain positive outcomes

Benefits

At Fidelity, you can take advantage of flexible benefits that support you through every stage of your life, empowering you to thrive professionally and personally.

Schedule

Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods.

Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates

Please see below for the salary range for work locations in Colorado only:

N/A

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

N/A

Please see below for the salary range for work locations in California only:

N/A

Please see below for the salary range for work locations in Washington only:

N/A

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award , we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling ” Dynamic Working “. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

We welcome those with experience in jobs such as Controller, Field Client Relationship Manager, and Financial Analyst and others in the Accounting and Finance to apply.