Client Service Representative - Durham, United States - Fidelity TalentSource LLC

Fidelity TalentSource LLC Durham, United States

3 weeks ago

Description

Client Service Representative

Fidelity TalentSource is hiring a Client Service Representative – Core Contributions to work at Fidelity in Westlake, Texas or Durham, NC.

The Role

The Client Service Representative is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of contributions to Fidelity Charitable customer accounts. As a member of FC's inclusive Service Delivery team, the Client Service Representative will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.

Fidelity Charitable helps donors maximize their generosity through our donor-advised fund. We are the nation's top maker of grants to nonprofit organizations, distributing $10.3 billion to charities in 2021. We are looking for top notch customer service professionals to work on the Core Contributions team in Westlake, Texas, or Durham, North Carolina.

The Expertise and Skills You Bring

0-2 years if Financial Services experience
Strong and effective verbal and written communication skills
Demonstrated attention to detail, with good follow-through
Strong organizational, planning, multi-tasking, time management skills
Demonstrated problem solving skills
Ability to work under pressure and within tight deadlines
Demonstrated ability to identify and mitigate potential areas of risk
You have a high sense of urgency and understand when to escalate
Your strong and effective verbal and written communication skills
Your very best problem-solving skills with excellent follow-through
Your strong organizational skills, planning, and time management
You are a team player with the ability to influence without authority
You are flexible with overtime as requested (especially December – Giving Season)

The Value You Deliver

Collaborating with internal Charitable business partners to fulfill special handling
Employing good sound judgment in decision making or problem resolution
Delivering a great customer experience with each interaction to help strengthen donor relationships
Clearly understanding and articulating the full suite of Fidelity Charitable products and services
Process high value transactions
Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
Maintain up-to-date procedures for those functions for which responsible

The Team

Fidelity Charitable ), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@

Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. For information about working at Fidelity, visit

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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