Current jobs related to Client Onboarding Specialist - Durham, North Carolina - Fidelity TalentSource LLC

  • Cloud Onboarding Engineer

    4 days ago

    Durham, North Carolina, United States Fidelity Investments Full time

    Job Description:We are seeking a skilled Cloud Onboarding Engineer to support our cloud onboarding processes, including developing process automations in native cloud environments, platform onboarding support, CI/CD pipeline development and execution, DevOps, and Azure Subscription and Resource Management.This role will help scale our growing public cloud...

  • Logistics Carrier and Supplier Onboarding and Performance Specialist

    3 days ago

    Durham, North Carolina, United States Kuehne + Nagel Full time

    Logistics Carrier and Supplier Onboarding and Performance ManagerThe Carrier and Supplier Onboarding and Performance Manager is responsible for overseeing the onboarding process of new carriers and suppliers, ensuring they meet the customer's standards and requirements. This role involves monitoring and evaluating the performance of existing carriers and...

  • Client Services Support Specialist

    1 week ago

    Durham, North Carolina, United States Banc of California Full time

    **Job Summary**Banc of California is seeking a highly skilled Client Services Support Specialist to join our team. As a key member of our Client Services department, you will be responsible for providing exceptional support to our clients, venture bankers, and internal teams.**Key Responsibilities**Provide front-line support to clients, venture bankers, and...

  • Client Services Support Specialist

    2 weeks ago

    Durham, North Carolina, United States Banc of California Full time

    About Banc of CaliforniaBanc of California, Inc. is a bank holding company headquartered in Los Angeles with a wholly-owned banking subsidiary. We provide banking and treasury management services to small, middle-market, and venture-backed businesses.Job SummaryWe are seeking a Client Services Support Specialist to provide front-line support to Client...

  • Operations Associate

    2 months ago

    Durham, North Carolina, United States Aspida Financial Services LLC Full time

    Job DescriptionCompany OverviewAspida Financial Services, LLC is a leading provider of retirement and reinsurance solutions, with operations in the U.S. and Bermuda. Our company is committed to delivering exceptional client experiences and driving growth through innovation and community engagement.Job SummaryWe are seeking a highly motivated and organized...

  • Systems Integration Specialist

    3 weeks ago

    Durham, North Carolina, United States Insight Global Full time

    Job DescriptionWe are seeking a highly skilled Systems Integration Specialist to join our team at Insight Global. As a key member of our team, you will be responsible for providing technical support and liaison services to clients wishing to integrate with our team products.Main Responsibilities:Liaise with multiple clients as a point of contact to...

  • Application Support Specialist

    2 weeks ago

    Durham, North Carolina, United States Golden Technology Full time

    Job DescriptionOur client is seeking a skilled Client Integration Support Specialist to join their team.Key Responsibilities:Provide technical support and liaison for clients wishing to integrate with MIL products.Hands-on problem-solving around API connectivity and usage, using system logs and tooling in a proactive manner.Participate in integration and...

  • Travel Nurse ICU Specialist

    2 weeks ago

    Durham, North Carolina, United States HealthEcareers - Client Full time

    Job Title: ICU Travel Nurse RNWe are seeking a skilled ICU Travel Nurse RN to join our team at HealthEcareers - Client. As a travel nurse, you will have the opportunity to work in a dynamic and challenging environment, providing high-quality patient care and collaborating with a team of experienced healthcare professionals.Job Summary:Specialty: ICU -...

  • Network Security Specialist

    7 days ago

    Durham, North Carolina, United States Fidelity TalentSource LLC Full time

    Job SummaryFidelity TalentSource LLC is seeking a highly skilled Network Security Specialist to join our team. As a Network Security Specialist, you will be responsible for designing and implementing secure network solutions to protect Fidelity's critical resources and enable revenue-producing services.Key ResponsibilitiesManage and design highly complex...

  • Procurement Specialist

    1 week ago

    Durham, North Carolina, United States Stellar Consulting Solutions, LLC Full time

    Job Summary:We are seeking a skilled Procurement Specialist to join our team at Stellar Consulting Solutions, LLC. The ideal candidate will have a minimum of 2-3 years of purchasing experience, preferably in a manufacturing setting.Key Responsibilities:Negotiate procurement of commodities and/or services by balancing price, quality, service, delivery,...

  • Registered Nurse

    4 weeks ago

    Durham, North Carolina, United States HealthEcareers - Client Full time

    Job Title: Registered Nurse - CAP/DA ProgramHealthEcareers - Client is seeking a skilled Registered Nurse to join our team in the CAP/DA program. As a key member of our multidisciplinary team, you will play a pivotal role in conducting detailed assessments and coordinating care for disabled adults to facilitate their ability to live within the community and...

  • Instrumentation Metrology Specialist

    4 weeks ago

    Durham, North Carolina, United States Technical Source Full time

    Job Title: Instrumentation Metrology SpecialistTechnical Source is seeking an experienced Instrumentation Metrology Specialist to join our team in RTP, NC. As a key member of our organization, you will be responsible for providing metrology, instrumentation, and controls knowledge to support the manufacturing utility and laboratory equipment throughout the...

  • Wound Care Specialist

    7 days ago

    Durham, North Carolina, United States VOHRA Wound Physicians Full time

    Wound Care OpportunityVOHRA Wound Physicians is seeking a skilled Wound Care Specialist to join our team in Durham, NC.Key Responsibilities:Deliver modern wound management at the bedside in the post-acute care setting.Conduct weekly wound rounds at each facility.Provide clinical documentation in real-time during clinical rounds, using our proprietary wound...

  • Technical Specialist

    4 weeks ago

    Durham, North Carolina, United States ITProFound Full time

    Job Title: Technical Specialist We are seeking a highly skilled Technical Specialist to join our team at ITProFound. As a Technical Specialist, you will be responsible for providing technical expertise and support to our clients. Job Summary: The Technical Specialist will work closely with our Client Services Team to evaluate IT incident and problem...

  • Housing Specialist

    2 weeks ago

    Durham, North Carolina, United States True Team Medical Full time

    Job Title: Housing SpecialistWe are seeking a dedicated Housing Specialist to join our team at True Team Medical. As a Housing Specialist, you will play a vital role in providing community-based, in-home individual and family interventions to Mental Health and Substance Abuse clients receiving Assertive Community Treatment (ACT) team services.Key...

  • Operations and Project Support Specialist

    1 week ago

    Durham, North Carolina, United States University System Of New Hampshire Full time

    Job SummaryThe Operations and Project Support Specialist plays a crucial role in ensuring the smooth day-to-day operations of the reception area within the Registrar's Office. This position requires a detail-oriented individual who can manage administrative tasks, provide excellent customer service, and support departmental projects.Key...

  • Peer Support Specialist

    2 weeks ago

    Durham, North Carolina, United States Durham County Full time

    Job Title: Peer Support SpecialistJoin Durham County Government in providing essential services to the community. As a Peer Support Specialist, you will play a vital role in supporting individuals struggling with substance abuse, psychological trauma, and mental health issues.Key Responsibilities:Provide guidance and support to clients in implementing a...

  • IT Vendor Management Support Specialist

    2 weeks ago

    Durham, North Carolina, United States NetApp Full time

    Job SummaryWe are seeking a highly motivated and talented Vendor Management Support Specialist to join our dynamic team at NetApp. As a VMO Specialist, you will have the opportunity to work closely with our IT and Global Procurement Services (GPS) organizations to manage contract and vendor support activities.Key ResponsibilitiesManage relationships with...

  • Radiology Imaging Specialist

    1 week ago

    Durham, North Carolina, United States WakeMed Full time

    About WakeMed:Serving the community since 1961, and ranked #1 as the best hospital to work for in the state of North Carolina; WakeMed Health & Hospitals is a private, not-for-profit governed by a volunteer Board of Directors and is the leading provider of health services of the largest health system in the state's largest county. With a mission to improve...

  • Merchandising Specialist

    2 weeks ago

    Durham, North Carolina, United States Acosta Group Full time

    Job Title: Merchandiser SpecialistJob Summary:We are seeking a highly motivated and organized Merchandiser Specialist to join our team. As a Merchandiser Specialist, you will be responsible for representing hundreds of brands across various retail locations, executing a variety of retail merchandising activities, and growing sales for our clients.Key...

Client Onboarding Specialist

2 months ago

Durham, North Carolina, United States Fidelity TalentSource LLC Full time

Client Onboarding Specialist

Fidelity TalentSource serves as your gateway to uncovering your next temporary opportunity within Fidelity Investments. We are in search of exceptional customer service experts to join our Onboarding Team. In this role, you will act as the primary liaison for both advisors and our donors throughout the account initiation process.

Key Qualifications and Skills:
  • Preferred Bachelor's degree.
  • 2-3 years of experience in Financial Services or Operations is preferred.
  • Demonstrated urgency and the ability to escalate issues when necessary.
  • Excellent verbal and written communication skills are essential.
  • Strong critical thinking abilities with a commitment to follow-through.
  • Meticulous attention to detail, alongside strong organizational and time management skills.
  • A collaborative mindset with the ability to influence without direct authority.
  • Willingness to work overtime as needed, particularly during peak seasons.
Role Purpose:

Your mission is to work closely with donors and advisors, including those involved in specialized programs. You will handle daily communications, scrutinize incoming documentation for accuracy, establish non-advisor managed accounts, and create tasks for further processing of advisor managed accounts. This position demands an individual with outstanding customer service skills, a solid understanding of service operations, and the capability to prioritize effectively.

Your main responsibility is to deliver exceptional, personalized service to both specialized and general advisors. The Client Onboarding Specialist will offer guidance, education, and ensure that all advisor needs are met with excellence.

You will interact with advisors through both written and verbal communication techniques to comprehend the details of their requests, gather pertinent information, and identify solutions as needed. This role transcends mere inquiry handling and transaction processing; our advisors play a crucial role in supporting donors who generously contribute to nonprofit organizations to fulfill their philanthropic aspirations.

Impact on the Organization:

The Fidelity Charitable Gift Fund is a public charity that operates the largest national donor-advised fund program. Since its inception, it has introduced countless donors to the advantages and increased charitable impact of utilizing a donor-advised fund to achieve their philanthropic objectives. The organization is overseen by an independent Board of Trustees, which has engaged Fidelity Investments as the service provider for the charity. Fidelity Investments supplies all personnel and supports all functions, including Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Dynamic Working Environment:

Our objective is to enable most employees to work flexibly, balancing personal and business needs through a hybrid working model. Most associates will have a blended schedule that requires them to work onsite at a Fidelity location for a designated week every four weeks. These requirements may be subject to change.

Company Overview:

Fidelity TalentSource is the internal temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms. We embrace individuals from diverse backgrounds, including technology and customer service, to fill roles across Fidelity's various locations. If you are interested in experiencing Fidelity's supportive and collaborative culture while enhancing your skill set and expanding your professional network, consider a position with Fidelity TalentSource.

We are committed to fostering a diverse workforce through an enduring culture of inclusion and belonging. Fidelity TalentSource will accommodate applicants with disabilities who require adjustments to participate in the application or interview process.

About Fidelity Investments:

At Fidelity Investments, our clients are central to everything we do. As a privately held company with a rich history, our mission has remained consistent: to enhance the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and nonprofits in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions.

Fidelity TalentSource's working model combines the best of remote work with in-person collaboration to meet both associate and business needs.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.