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Entry Level Customer Service – Omaha / Lincoln, NE area

  • Company: Fidelity Investments
  • Location: Blair, Nebraska
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Fidelity Investments — company details are preparing and update automatically in a few seconds (or refresh).

Fidelity Investments is hiring an Entry Level Customer Service Representative to join our team in the Blair, Nebraska area serving the Greater Omaha and Lincoln, Nebraska region. This is a full-time position where you'll help customers navigate their financial goals while building a foundation for a rewarding career in financial services.

About the Role

As a Financial Customer Associate (FCA), you'll be the trusted voice for Fidelity customers seeking assistance with their accounts, investments, and financial questions. You'll handle inbound customer inquiries, process transactions, resolve account issues, and provide guidance on Fidelity's products and services. This is your opportunity to make a direct impact on customers' financial lives while developing expertise in the investment industry.

What You'll Do

  • Answer customer phone inquiries with professionalism and empathy, addressing account questions and service needs
  • Process account transactions and updates accurately and efficiently
  • Research and resolve customer issues while maintaining detailed records
  • Educate customers on Fidelity investment products, retirement accounts, and wealth management services
  • Follow compliance policies and security protocols to protect customer information
  • Meet service quality standards and performance metrics while handling multiple contacts daily

What We're Looking For

  • High school diploma or equivalent
  • Strong communication skills—clear, patient, and customer-focused
  • Ability to learn financial concepts and Fidelity systems quickly
  • Detail-oriented approach to accuracy in transactions and documentation
  • Reliable, professional demeanor with a genuine desire to help others
  • Comfortable working in a team environment with diverse customer bases
  • Eligible to work in the United States

About Fidelity Investments

Fidelity is a leading provider of financial services and investment management, serving millions of customers worldwide. We're committed to helping people achieve their financial goals and offer employees opportunities for growth, development, and competitive benefits.

How to Apply

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Local insights for this role are preparing — this section updates automatically in a few seconds (or refresh).

Listing facts

  • Role Entry Level Customer Service – Omaha / Lincoln, NE area
  • Employer Fidelity Investments
  • Location Blair, Nebraska
  • Type Full Time
  • Posted July 2, 2026
  • Apply by August 1, 2026
  • Country United States
  • Overview Full job description on this page (314 words)

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Entry Level Customer Service – Omaha / Lincoln,… Fidelity Investments · Blair, Nebraska