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Client Service Representative

3 months ago

Westlake, United States Fidelity TalentSource LLC Full time


Client Service Representative
Fidelity TalentSource is hiring a Client Service Representative – Core Contributions to work at Fidelity in Westlake, Texas or Salt Lake City, Utah.

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 ( www.fidelitycharitable.org ), 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 

FTSJobs.com .

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@ ftsjobs.com .

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

FidelityCareers.com .

Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.