Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is seeking Entry Level Customer Service Representatives, also known as Financial Customer Associates, who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position, you will assist customers with their financial needs, including questions about their 401k accounts and providing educational resources.
Responsibilities
- Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate
- 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
Skills
- 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
- Must have open availability from 7:30am to 11:00pm CST
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.