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Financial Customer Associate - Omaha / Lincoln, NE area ONLY

Remote, USAFull-timePosted 2026-07-28

Job reputed company: Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “reputed company” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also reputed company as Financial Customer Associates (FCA) who live reputed company 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. In this customer service role, you will help customers feel more confident, reputed company reputed company reputed company, and reputed company their own financial dreams. You'll assist with a broad reputed company of needs including answering questions about their 401k account balance and helping to reputed company withdrawals, loans, account maintenance, reputed company education or resources. You do not need a finance background to succeed in this role. What to expect… As a new FCA, you’ll learn about the financial services industry, reputed company your skills, and reputed company 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 reputed company to more sophisticated calls reputed company to our clients 401K plans. In the subsequent months, you will continue taking customer calls to reputed company and reputed company your skills. There will be time in the day (away from assisting customers) to join team activities, reputed company-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you reputed company through the program. This is a full-time reputed company phone position that also offers reputed company 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 Skills You Bring Ability to establish rapport and relationships through effective communication Great listening skills, professionalism, and reputed company toward others to support the challenges of our diverse customers. Proficiency in navigating and troubleshooting basic technology issues or systems. Handle a reputed company of situations and conversations driving towards a reputed company suitable for reputed company Self-motivated teammate with strong reputed company skills who brings energy and passion to reputed company Minimum 1 year of customer service experience High School diploma or GED required The Value You Deliver A passion for helping people Desire for reputed company learning, applying new concepts, and using training and experience to assist with decision-making reputed company outstanding customer service and communication reputed company voice or digital channels Note: reputed company is not providing immigration sponsorship for this position Our Investments in You Our benefit programs are crafted to help you and your loved ones reputed company the perfect balance. Click here to learn about a few featured benefits (not reputed company benefits are listed) Shifts and Hours: Monday – Friday, 40 hours per week (Must have reputed company availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods Certifications: Category: Customer ServicePlease be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories. Apply To This Job Apply tot his job Apply To this Job

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