Financial Customer Associate - Bilingual
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 Customer Associate - Bilingual is an onsite role based in Omaha, NE. Compensation is not specified. This role supports the customer service department at Fidelity Investments. The role exists to help customers feel confident and make informed financial decisions. The associate contributes to the team by answering questions about 401(k) accounts, providing education, and assisting with account maintenance, ultimately helping customers achieve their financial dreams.
What you'll do
- Answer customer inquiries regarding 401(k) balances and account maintenance.
- Provide education and resources to customers.
- Participate in a 14-week training cohort.
- Develop skills in financial services and customer support.
- Collaborate with team members on activities and coaching.
What we're looking for
- Skills & competencies
- full-timeday shiftomaha nefinancial customer associatebilingualcustomer serviceonsite401kfinancecareer growth
- Work arrangement
- Weekend coverage required
Benefits & perks
- Comprehensive benefit programs including health, wellness, and retirement resources.
Why this role
Bilingual, Onsite in Omaha, Career development program
About the employer
Fidelity Investments is hiring for this role. Industry: Financial Transactions Processing, Reserve, and Clearinghouse Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Financial Transactions Processing, Reserve, and Clearinghouse Activities
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 804bfb48-990a-464f-ace0-e2297de19baa