Account Management Specialist - Westlake, TX

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account Management Specialist to work in Westlake, TX · Account Management Specialist · The mission of the Investment Operations team is he ...

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account Management Specialist to work in Westlake, TX

Account Management Specialist

The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Management Specialist. This role is critical to delivering seamless and efficient maintenance of clients' accounts. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account change requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service on a hard-working team.

Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It's more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that

• Accurately process account maintenance requests in accordance with internal policies, regulatory standards, and client agreements
• Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements
• Communicate effectively with clients and internal teams to resolve account management discrepancies or delays
• Maintain high-quality data entry and account change within core systems
• Track and monitor account management progress using workflow tools, ensuring service level agreements (SLAs) are met
• Share observations of potential process improvements to the account management process and client experience with your manager
• Collaborating with internal Charitable business partners to fulfill special handling requests
• Escalate risk-related concerns and documentation issues promptly
• Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships
• Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and work towards team goals

The Expertise and Skills We are Looking For:

• Bachelor's degree
• 2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management).
• Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy
• Strong ability to identify errors and inconsistencies in documentation and data inputs
• Excellent verbal and written communication skills to effectively work with internal partners and clients
• Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills
• Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed
• Capable of managing multiple priorities in a fast paced environment while maintaining service standards
• Proven ability to work in a team setting and contribute to a positive and productive work environment
• Skill in recognizing process inefficiencies and working towards solutions
• Flexible with overtime as requested (especially December – Giving Season)

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity's Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity's regional and investor center locations. Our mission is to help you experience Fidelity's diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity's long-term strategy.

For information about working at Fidelity TalentSource, visit

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at if you would like to request an accommodation.

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