Job Description
Note Fidelity will not provide immigration sponsorship for this position.
The Role
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 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. Our FCA role is a springboard to an amazing career in which you change the lives of customers In this customer service role you will help customers feel more confident make clearer decisions and achieve their own financial dreams. Youll 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. We commit to investing in you by strengthening your skills experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. As a new FCA youll learn about the financial services industry develop your skills and gain new experiences.
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.
Rewards & Recognition Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Expertise and Skills you Bring
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.
Adaptability and flexibility to succeed in various work environments i.e. balancing working from office and home overtime etc.
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
The Value you Deliver
A passion for helping people
Desire for continuous learning applying new concepts and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits not all benefits are listed
Shifts and Hours
Monday - Friday 40 hours per week Must have open availability from 730am to 1100pm CST. Overtime hours are encouraged during peak call periods
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently some roles and locations require 100 onsite presence while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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CategoryCustomer Service
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring andor associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers our benefits support the belief that more balance you have the better you can achieve your goals.
Benefits
Company overview
Company overview
At Fidelity we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 accommodationsfmr.com or by calling 800-835-5099 prompt 2 option 3.
Equal opportunity employer
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.
Applicant screening
At Fidelity we value honesty integrity and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal civil litigations and regulatory review employment education and credit review role dependent. These investigations will account for 7 years or more of history depending on the role. Where permitted by federal or state law Fidelity will also conduct a pre-employment drug screen which will review for the following substances Amphetamines THC marijuana cocaine opiates phencyclidine.
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