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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 d on'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.
Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
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 business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
We welcome those with experience in jobs such as Field Client Relationship Manager, Senior Accountant, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.Full Time
$37k-46k (estimate)
06/03/2024
06/19/2024
fidelityrecruitment.com
LONDON
500 - 1,000
2002
ROBERT MUSGROVE
$50M - $200M
Business Services
The following is the career advancement route for Customer Support Associate positions, which can be used as a reference in future career path planning. As a Customer Support Associate, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Support Associate. You can explore the career advancement for a Customer Support Associate below and select your interested title to get hiring information.
If you are interested in becoming a Customer Support Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Support Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Support Associate job description and responsibilities
Understand customer requirements so as to provide appropriate clarifications and solutions.
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Route and direct customer requests to appropriate personnel.
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Work within various teams to ensure outstanding customer service.
03/12/2022: Atlantic City, NJ
Support agents can find out which tickets need their attention the most by creating customized ticket views.
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Develop professional relationships with ongoing customers through excellent customer service.
02/25/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Support Associate jobs
To save time on responding to common questions, Freshdesk lets support reps create canned responses.
03/10/2022: Boca Raton, FL
Listen attentively and actively.
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Take ownership and responsibility.
01/18/2022: Utica, NY
Attending training sessions to grow knowledge of products and to develop customer service skills.
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Maintain broad knowledge of customer products and services.
01/13/2022: New London, CT
Step 3: View the best colleges and universities for Customer Support Associate.