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Money Movement Specialist

4 months ago

Westlake, United States Fidelity TalentSource LLC Full time

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Money Movement Specialist to work in Westlake TX, Durham NC, Covington KY, Boston MA, Merrimack NH or Salt Lake City UT.

Fidelity Charitable is looking for top notch professionals to work on the Money Movement portion, part of the Operations Team. As a Money Movement Specialist, you will be primarily responsible for facilitating money movement for advisor managed accounts.

The Expertise We’re Looking For:

  • Bachelor’s degree
  • 2-3 years Financial Service or Operations experience is desired

The Purpose of Your Role
The Money Movement Specialist works closely with advisors involved in the Charitable Investment Advisor Program (CIAP). The representative will communicate with advisors regarding money movement requests, as well as processing these requests. The position requires an individual with excellent customer service skills, an understanding of service operations, and the ability to manage priorities well.

Your primary responsibility is to provide timely and high-quality money movement processing to donors and advisors in CIAP. 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 philanthropy goals. You get to be a part of that

The Skills You Bring
  • You have a high sense of urgency and understand when to escalate
  • Your strong and effective written communication skills required
  • Your very best problem solving skills with excellent follow through
  • Your strong organizational skills, planning, and time management
  • You are a team player
  • You are flexible with overtime as requested (especially December – Giving Season)

The Value You Deliver
  • Timely processing with a high degree of Quality
  • Collaborating with internal Charitable business partners to fulfill special handling requests
  • Employing good sound judgment in decision making or problem resolution
  • Delivering great customer service with each interaction to strengthen advisor experience

How Your Work Impacts the Organization
The Fidelity Charitable Gift Fund (“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

Dynamic Working
At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

Company Overview
Fidelity TalentSource, formerly Veritude, 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 recruit individuals from a variety of 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 diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.

Information about Fidelity Investments
At Fidelity, we are focused on 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.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
 



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.