Financial Customer Associate – Omaha / Lincoln, NE area ONLY

Join Fidelity Investments as a Financial Customer Associate serving the Carter Lake, Pottawattamie County area, with reach into the greater Omaha and Lincoln, Nebraska communities. We're hiring entry-level professionals who excel at customer service and are ready to grow their careers in financial services.

About the Role

As a Financial Customer Associate, you'll be the primary contact for customers navigating their financial accounts, investment options, and service needs. This full-time position puts you at the heart of Fidelity's mission to help customers make smarter financial decisions—offering real value in their financial lives every day.

What You'll Do

• Respond to customer inquiries via phone, email, and chat with professionalism and genuine care
• Answer questions about investment products, account management, and financial services offerings
• Execute account transactions and service requests with precision and accuracy
• Guide customers toward products and services that match their financial needs and goals
• Document all customer interactions thoroughly to ensure continuity and compliance
• Achieve and maintain service quality, accuracy, and productivity metrics
• Collaborate with team members and contribute to a supportive, results-oriented environment

What We're Looking For

• A genuine passion for helping customers and solving their financial questions
• Strong verbal and written communication abilities
• Careful attention to detail and organized approach to work
• Ability to absorb new information and adapt quickly in a structured environment
• Comfort navigating software systems and eagerness to master new tools
• Collaborative mindset and reliability as a team member
• Residency within 60 miles of the greater Omaha area, including Lincoln, Nebraska

About Fidelity Investments

Fidelity Investments is a global financial services leader trusted by millions of customers for retirement planning, investment management, and wealth building. We invest in our employees' growth, offering meaningful work and career advancement opportunities.

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.