Top 13 Investment associate Jobs in Bellevue, Ne

Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- Bilingual
- High school diploma or GED
- 1 year
- 401(k)
14d
Wealth Management Client Associate
Bank of America —Omaha, NE
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
16h
Underwriting Associate
Berkshire Hathaway Direct Insurance Company —Omaha, NE
- From $20.52 an hour
- Full-time
- Hybrid work
- Customer service
- Research
- Office
- Paid parental leave
- Paid holidays
Associate Financial Analyst
Conagra Brands —Omaha, NE
- $59,000 - $79,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
3d
Associate II, Investments & Planning
First National Bank of Omaha —Omaha, NE
- $63,288 - $104,425 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Disability insurance
2d
Actuarial Associate - Product Management
Physicians Mutual —Omaha, NE
- Full-time
- Mid-level
- Analysis skills
- Math
- Health insurance
- Dental insurance
8d
Actuarial Associate - Product Management
Physicians Mutual Insurance Company, Inc. —Omaha, NE
- Full-time
- Mid-level
- Office
- Analysis skills
Quick Apply
8d
Cashier/Sales Associate - Store 551
GPM Investments LLC —Glenwood, IA
- $12 - $14 an hour
- Part-time
- Background check
- 18 years or older
- Pass drug screening
- 401(k)
- Opportunities for advancement
Quick Apply
11d
Cashier/Sales Associate - Store 552
GPM Investments LLC —Council Bluffs, IA
- $12 - $14 an hour
- Part-time
- Background check
- 18 years or older
- Pass drug screening
- 401(k)
- Opportunities for advancement
Quick Apply
11d

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Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY

Fidelity Investments -
Omaha, NE

Apply Now

Job Details

Full-time
14 days ago

Benefits

401(k)

Qualifications

High school diploma or GED
Customer engagement
Technical Proficiency

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.

As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.

Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Expertise and Skills you Bring

Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required

The Value you Deliver

A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: 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

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

investment associate jobs in bellevue, ne

Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY

Wealth Management Client Associate

Underwriting Associate

Associate Financial Analyst

Associate II, Investments & Planning

Actuarial Associate - Product Management

Actuarial Associate - Product Management

Cashier/Sales Associate - Store 551

Cashier/Sales Associate - Store 552

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