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Entry Level Customer Service – Omaha / Lincoln, NE area ONLY

  • Company: Fidelity Investments
  • Location: Manley, Cass County

Fidelity Investments at a glance

fidelity.com
  • Founded 1946
  • Employees 45000

SEC filings mentioning "Fidelity Investments": 4,087search EDGAR

Source: Wikipedia

Fidelity Investments is hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates, for positions in the Manley, Cass County area near Omaha and Lincoln, Nebraska. If you're a customer-focused professional living within 60 miles of the Greater Omaha and Lincoln region and ready to launch your career with a trusted financial services leader, this full-time opportunity is for you.

About the Role

As an Entry Level Customer Service Representative at Fidelity Investments, you'll provide essential support to customers navigating their accounts and investment options. This role offers the chance to make a meaningful impact on customers' financial lives while building valuable experience in the financial services industry.

What You'll Do

  • Answer customer inquiries about accounts, investments, and financial products
  • Process account transactions and manage routine updates
  • Resolve customer questions and concerns with professionalism and empathy
  • Help customers understand their financial options and account features
  • Document customer interactions and maintain accurate records
  • Adhere to all regulatory requirements and company policies

What We're Looking For

  • Genuine passion for customer service and helping others succeed financially
  • Strong verbal and written communication skills
  • Ability to learn financial products and industry concepts quickly
  • Detail-oriented, organized, and reliable work approach
  • Comfortable working in a collaborative team environment
  • Must live within 60 miles of the Greater Omaha and Lincoln, Nebraska area

About Fidelity Investments

Fidelity Investments is one of the nation's leading providers of financial services, serving millions of customers in retirement planning, brokerage services, and investment management. We're dedicated to helping our clients achieve their financial goals through trusted guidance and innovative solutions.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

To apply for this job please visit www.adzuna.com.

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Entry Level Customer Service – Omaha / Lin… Fidelity Investments
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