$40K-50K a year
Provide timely and accurate customer support primarily from a remote setting, assisting with account inquiries, problem resolution, and educating clients on financial products.
At least 1 year of customer service experience, strong communication skills, comfort with technology, problem-solving abilities, and ability to work independently remotely.
Job Title: Customer Support Representative - Omaha Company Overview: Fidelity is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and exceptional service. With a strong commitment to integrity and customer satisfaction, Fidelity fosters a collaborative and inclusive work environment where employees can grow and thrive. Role Overview: As a Customer Support Representative, you will play a vital role in delivering outstanding service to our clients primarily from a remote setting. This entry-level position is designed for individuals passionate about helping others and eager to develop their career in financial services. What You'll Do: - You will provide timely and accurate responses to customer inquiries via phone, email, and chat. - You will assist clients with account information, transactions, and problem resolution. - You will educate customers on Fidelity’s products and services to enhance their financial knowledge. - You will document customer interactions and maintain detailed records in our CRM system. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to company policies and regulatory requirements to ensure compliance. - You will participate in ongoing training to stay current with product updates and industry trends. What You Bring: - You have at least 1 year of customer service experience, preferably in financial services. - You possess strong communication skills, both verbal and written. - You are comfortable using technology and learning new software applications. - You demonstrate problem-solving abilities and a customer-focused mindset. - You have the ability to work independently in a remote environment. Bonus Points If You Have: - Experience with CRM systems and financial software. - Knowledge of financial products and investment terminology. - Bilingual skills to support diverse customer needs. - Previous experience working from home or in a virtual team setting. What We Offer: - We offer comprehensive training and professional development opportunities. - We offer a supportive and inclusive remote work environment. - We offer competitive compensation and benefits packages. - We offer flexible scheduling to promote work-life balance. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Customer Support Representative, please submit your resume and cover letter through our online application portal. We look forward to hearing from you!
This job posting was last updated on 10/6/2025