Financial Customer Associate

🔥 0 minutes ago

🌾 Nebraska – Remote

🌾 Nebraska – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia.

📋 Description

• Help customers feel more confident and make clearer decisions • Assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, and account maintenance • Join a training cohort to learn about financial services industry • Develop customer service skills and handle a variety of situations and conversations driving towards a resolution

🎯 Requirements

• Minimum 1 year of customer service experience • High School diploma or GED required • Ability to establish rapport and relationships through effective communication • Great listening skills, professionalism, and empathy toward others • Proficiency in navigating and troubleshooting basic technology issues or systems • Self-motivated teammate with strong social skills who brings energy and passion to the team

🏖️ Benefits

• Outstanding customer service and communication via voice or digital channels • Well-being support • Career coaching • Rewards & Recognition program celebrating achievements