Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.
Be ready for de-escalation examples, clear explanations of simple financial concepts, and why you want Fidelity in the Omaha–Lincoln corridor. Practice active listening and accurate note-taking under time pressure.
Best for candidates in the Omaha / Lincoln area seeking an entry customer-service path at a large financial firm who are patient on the phone, detail-oriented, and comfortable with regulated processes—not remote work.
As entry-level customer service at Fidelity, expect calls and messages from retail investors and plan participants: account access, statements, contributions, and routing complex brokerage or retirement questions to specialists. Work is on-site or area-based (not remote), with scripts, CRM notes, and compliance checks typical of a regulated financial firm.
No. The listing is for the Omaha / Lincoln, NE area only (remote flag is off).
It is a large U.S. asset manager and financial services company founded in 1946; see Wikipedia.
HubSpot’s Customer Service Fundamentals (free) and Alison customer service courses (free to learn) match this occupation family.
Website: fidelity.com
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American financial services company. Established in 1946, the company is one of the largest asset managers in the world, with $5.9 trillion in discretionary assets under management, and $15.1 trillion in assets under administration, as of December 2024.
Public cache only — not an employee review.
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 Ready to start your career in customer service and financial services? Apply through this job listing to join the Fidelity Investments team in the Omaha and Lincoln, Nebraska area.
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