Financial Client Associate
Employment type
Full-time
Work setting
On-site
Location
Omaha, NE
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Financial Client Associate is an onsite, full-time role based in Omaha, NE, with compensation not specified. This position supports the customer service operations at Fidelity Investments, a leading financial services firm. The role exists to assist customers with their financial needs, including 401k account management, withdrawals, and education. Associates help customers feel confident in their financial decisions and provide outstanding service through voice and digital channels.
What you'll do
- Assist customers with 401k account inquiries and maintenance
- provide education and resources
- handle customer calls
- participate in team activities and career coaching
- navigate and troubleshoot basic technology issues.
What we're looking for
- Skills & competencies
- full-timefinancial client associateomaha nefinancial servicescustomer service401k supportphone supporttraining providedonsiteentry-level
- Work arrangement
- Weekend coverage required
Benefits & perks
- Comprehensive benefit programs designed for work-life balance.
Why this role
No finance background or degree required; 14-week training cohort provided.
About the employer
Fidelity Investments is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 67f5c268-db74-4e6c-982d-4ce98a5c1bb6