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Financial Customer Associate - Bi-Lingual - Omaha, NE area

Remote / Online - Candidates ideally in
Lincoln, Lancaster County, Nebraska, 68511, USA
Listing for: Fidelity Investments
Full Time, Remote/Work from Home position
Listed on 2026-03-12
Job specializations:
  • Customer Service/HelpDesk
    Bilingual, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Financial Customer Associate - Bi-Lingual - Omaha, NE area ONLY

Financial Customer Associate – Bi-Lingual – 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.

Fidelity is looking for Bi-lingual phone associates interested in a career opportunity to service our customers in Spanish. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.

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 don’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.

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Position Requirements
10+ Years work experience
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