Jobs and Careers
FI

Financial Customer Associate - Omaha, NE area ONLY- IHJ

Fidelity Investments
NE Work From Home Central, United StatesRemotefull_timeVerifiedPosted 29 Aug 2024

About the role

Job Description:

Financial Customer Associate – Omaha, NE Area only

Are you looking for a career where you will make a difference in people’s lives while primarily working from home?

If so, consider joining our customer service team. We’re hiring great people with a passion for helping others, who live within 60 miles of the Greater Omaha metro area.

Apply today to join the next class of Financial Customer Associates. This is a full-time, primarily phone-based contact center position and you do not need a finance background to succeed in the role. We’re looking for individuals who care about and can relate with others. We provide paid training, a complete work from home computer package, and all the resources you need.

 

Make an Impact By

·        Establishing rapport and showing empathy with customers, making them feel valued

·        Effectively using internal resources (e.g. computer systems, online resources, and business partner relationships) to arrive at the right solution for the client

·        Demonstrating excellent customer service skills with perseverance to resolve issues and processing transactions accurately

·        Defining a problem clearly and raising concerns when necessary

·        Taking initiative for acquiring the expertise and knowledge to effectively resolve customer issues

·        Assisting customers with professionalism while following measurable business goals

 

The Expertise and Skills You Bring

·        Having a degree or customer service experience is helpful. If you don’t have a degree, but would like to pursue one, Fidelity offers tuition reimbursement programs that can help you further your education.

·        Listening and empathy skills to support the challenges of our diverse customers

·        Excellent communications skills (both written and verbal) supporting customers through potentially multiple channels (e.g. email, live chat, etc.)

·        "Of service" attitude towards others and being a supportive teammate

·        Personal computer proficiency – can type 40 words per minute and pass a standard English grammar test

·        Pro-active problem-solving skills

·        Ability to manage challenging situations and conversations via voice or digital channels

·        Utilizing effective questioning to uncovering hidden customer needs

·        Identifying the actions needed to obtain positive outcomes

Benefits

At Fidelity, you can take advantage of flexible benefits that support you through every stage of your life, empowering you to thrive professionally and personally.

Schedule

Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods. 

#LI-REMOTE

Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates

Certifications:

Category:

Customer Service

Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all busine

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Fidelity Investments

View company profile →