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Client Support Associate

Fidelity Investments · Omaha, NE · Customer Service

Employment type

Full-time

Work setting

On-site

Location

Omaha, NE

Schedule

Day shift

Posted

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Job overview

The Client Support 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-time
client support
omaha ne
financial services
customer service
401k support
phone support
training provided
onsite
entry-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
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