Financial Customer Associate

Fidelity Investments   Omaha, NE   Full-time     Finance
Posted on May 19, 2023
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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 don’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


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.


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.