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

Fidelity Investments at a glance

fidelity.com
  • Founded 1946
  • Employees 45000

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

Source: Wikipedia

Fidelity Investments

Fidelity Investments is hiring an Entry Level Customer Service Representative to join our team in the Blair, Washington County 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

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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Working in Blair, Washington County

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Nebraska is a triple-landlocked state in the Midwestern region of the United States. It borders South Dakota to the north; Wyoming to the west; Colorado to the southwest; Kansas to the south; and Missouri to the southeast and Iowa to the east, both across the Missouri River. Nebraska is the 16th-largest state by land area, with just over 77,347 square miles (200,330 km2). As of the 2020 census, th

Nearby history: Congregational Church of Blair, listed 1979 (318m away) — via National Register of Historic Places

Typical climate: average high 61°F / low 39°F year-round (summers around 84°F, winters around 15°F) — via NOAA 1991-2020 Normals

    Source: Wikipedia (state)

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