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Fidelity Financial Customer Associate Jobs in Nebraska

Conagra Brands

Associate Financial Analyst

Omaha, NE · Hybrid

$59K - $79K/yr

... product development, customer analysis, competitive benchmarking, and pricing. * Lead the ... Contribute to finance-wide projects that span financial planning and analysis, manufacturing ...

Pacificlife

Financial Operations Associate

Omaha, NE · On-site

$22/hr

As a Financial Operations Associate, you will play a critical role in supporting Pacific Life ... customer support in a fast-paced environment * Strong attention to detail and commitment to ...

Modaxo - Trellint

Review operations and financial records to identify errors, inconsistencies, or missing information. * Audit subcontractor documents for quality assurance compliance, and performance standards.

Raising Cane's

Customer Service Associate

Lincoln, NE · On-site

$15/hr

Customer Service Associate Starting hiring pay at: $15.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Kearney, NE · On-site

$15/hr

Customer Service Associate Starting hiring pay at: $15.00 As an important part of our team ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Kearney, NE · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Lincoln, NE · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Kearney, NE · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Kearney, NE · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Lincoln, NE · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Lincoln, NE · On-site

$15/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Showing results 21-40

All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Nebraska

Fidelity Financial Customer Associate information

See Nebraska salary details

$17.6K

$48.6K

$72K

How much do fidelity financial customer associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for fidelity financial customer associate in Nebraska is $48,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $59,100.00 per year, depending on experience, location, and employer.

What is the difference between Fidelity Financial Customer Associate vs Fidelity Financial Advisor?

AspectFidelity Financial Customer AssociateFidelity Financial Advisor
CredentialsHigh school diploma or equivalent; FINRA licensing often requiredFINRA Series 7 and 63 licenses; bachelor's degree often preferred
Work EnvironmentCall centers, branch offices, client support teamsClient meetings, financial planning sessions, advisory offices
Employer & Industry UsageEntry-level support role within Fidelity's retail banking and investment servicesClient-facing role providing personalized financial advice within Fidelity

The Fidelity Financial Customer Associate primarily handles client inquiries and support, requiring basic licensing and focusing on customer service. In contrast, the Fidelity Financial Advisor provides personalized financial planning and investment advice, requiring advanced licenses and certifications. Both roles are integral to Fidelity's client service but differ significantly in responsibilities and qualifications.

What are the key skills and qualifications needed to be a Fidelity Financial Customer Associate?

To excel as a Fidelity Financial Customer Associate, you need a solid understanding of financial products, excellent customer service skills, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM systems, financial planning software, and relevant licenses such as the Series 7 and 63 are often required. Outstanding communication, active listening, and problem-solving abilities help build client trust and resolve issues efficiently. These competencies are crucial for providing accurate guidance, maintaining compliance, and fostering positive client relationships in a fast-paced financial environment.

What are some common challenges faced by a Fidelity Financial Customer Associate, and how can new hires prepare for them?

Fidelity Financial Customer Associates often face the challenge of managing a high volume of client inquiries while ensuring each interaction is personalized and accurate. Balancing multiple tasks—such as troubleshooting account issues, explaining financial products, and meeting performance metrics—can be demanding, especially during peak periods. New hires can prepare by developing strong communication skills, staying organized, and familiarizing themselves with Fidelity's product offerings and internal systems. Training programs and ongoing support from experienced colleagues help associates overcome these challenges and grow professionally within the team.

What is a Fidelity Financial Customer Associate?

A Fidelity Financial Customer Associate is a front-line representative who assists Fidelity Investments clients with their financial accounts and investment inquiries. They provide customer service, answer questions about products and services, help with account management, and may guide clients through online tools or basic transactions. Associates play a key role in ensuring a positive customer experience by resolving issues efficiently and providing reliable information. They often serve as the first point of contact for clients seeking support or information about their investments. This role requires strong communication skills and a good understanding of financial products and services.
What are popular job titles related to Fidelity Financial Customer Associate jobs in Nebraska? For Fidelity Financial Customer Associate jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Fidelity Financial Customer Associate jobs in Nebraska look for? The top searched job categories for Fidelity Financial Customer Associate jobs in Nebraska are:
What cities in Nebraska are hiring for Fidelity Financial Customer Associate jobs? Cities in Nebraska with the most Fidelity Financial Customer Associate job openings:
Fidelity Financial Customer Associate jobs near you
Infographic showing various Fidelity Financial Customer Associate job openings in Nebraska as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $48,592 per year, or $23.4 per hour.

Financial Operations Associate

Pacific Life Insurance Company

Omaha, NE • On-site

$20 - $22/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Pacific Life rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

228th of 306 rated insurance

Job description

Job Description:
We're actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE or Charlotte, NC.
As a Financial Operations Associate, you will play a critical role in supporting Pacific Life's annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensure accurate and timely servicing for policyholders, contract owners, and financial professionals.
This role may support either our Inforce Processing Team or Advisor Services Team, based on business needs and candidate strengths.
How You'll Make an Impact
Inforce Processing Team: Support post-issue servicing for annuity and life insurance products by:
  • Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates

  • Identifying incomplete, inaccurate, or non-compliant transaction requests and partnering with clients to resolve outstanding requirements

  • Maintaining accurate client records across internal systems

  • Ensuring all transactions meet departmental quality, productivity, and service standards

Advisor Services Team: Support producer licensing and contracting operations by:
  • Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation

  • Ensuring documentation meets regulatory requirements, company policies, and service level agreements

  • Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals

  • Maintaining accuracy across high-volume licensing and contract data

What Success Looks Like
In this role, you will:
  • Accurately review and process high-volume transactions in accordance with departmental procedures and regulatory requirements

  • Demonstrate strong judgment in identifying issues and resolving exceptions

  • Progress steadily through structured training and develop technical expertise in financial and insurance operations

  • Meet productivity, quality, and service expectations in a fast-paced environment

  • Adapt to shifting workflow priorities and support broader operational needs as required

What You Bring
  • 0-2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment

  • Strong attention to detail and commitment to accuracy

  • Critical thinking and problem-solving skills

  • Excellent verbal and written communication skills

  • Comfort navigating multiple systems and technology platforms simultaneously

  • Ability to prioritize workload and manage deadlines effectively

  • Desire to learn complex processes in a regulated environment

What Will Make You Stand Out
  • Experience in financial services, insurance, banking, or other regulated industries

  • Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support

  • Demonstrated success working in high-volume, metrics-driven environments

  • Growth mindset and commitment to continuous learning

Why Join Pacific Life
  • Comprehensive onboarding and paid training

  • Opportunity to build expertise in financial services and insurance operations

  • Clear pathways for career growth across operations and broader business functions

  • Collaborative, supportive team environment

  • Stability and reputation of a Fortune 500 financial services organization

Compensation
Starting hourly rate based on experience and location:
  • Omaha, NE: $20 - $22 per hour, plus annual bonus

Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

What Pacific Life employees say

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About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

Social media

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