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<h3>Brokerage Operations Representative</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Representative to work in Jersey City, NJ. The hours of operation for this role is 8:30 AM ET - 5:30 PM ET. The hourly pay rate range for this position is $25.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. How Your Work Impacts the Organization The OSG Treasury provides cash management and banking products, operations, and advisory services in support of the various lines of business within Fidelity Institutional (FI). FI provides products, solutions and services to banks, broker/dealers, registered investment advisors, family offices and other financial intermediaries to meet their brokerage, operations, risk, and technology needs. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent work experience </li><li>Treasury/Banking operations and customer service experience </li></ul> The Purpose of Your Role As a Brokerage Operations Representative you will work in Fidelity’s Operations and Services Group (OSG), within the Treasury Department, the Banking Services division which supports timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines. The Skills You Bring <ul> <li>Working knowledge of industry recognized reconciliation applications </li><li>Strong written, verbal, and interpersonal communication skills </li><li>Ability to work independently and in a team setting </li><li>Strong time management skills </li><li>Proficient with Microsoft Office applications </li><li>Ability to work overtime, if needed </li></ul> The Value You Deliver <ul> <li>Review and resolves incoming Bill Payment inquires and claims in a timely manner </li><li>Provide back-office support including check writing and ACH direct deposit exception processing </li><li>Print and reconcile Check Disbursements for mailing </li><li>Produce and distribute accurate monthly metrics for Banking Service department </li><li>Build and manage relationships with internal and external business partners </li><li>Deliver best in class customer service to our external clients </li></ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Fidelity TalentSource

Brokerage Operations Representative

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate towork in Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred</li> <li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li> </ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required</li> <li>Your very best problem- solving skills with excellent follow through</li> <li>Your strong organizational skills, planning and time management</li> <li>You are able to proficiently multi-task in a Windows based environment</li> <li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li> <li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday</li> </ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li> <li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li> <li>Interact with other internal Charitable business units as needed</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Deliver a great customer experience with each interaction</li> </ul> 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. Company Overview 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. For information about working at Fidelity, visit F

Client Experience Specialist

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City, UT or Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul> 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 TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), 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 togrow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

NPO Outreach Specialist

<h3>Senior Hospitality Associate</h3> Join the Fidelity Real Estate Company by playing a key role in the regional workspace experience. This role reports to the Director, Facilities and Operations, in this role you will focus on hospitality service execution and onsite service delivery and assuring a magnetic and vibrant workday for all Fidelity associates Real Estate Company objectives. You will be an ambassador of the company hospitality mentality and responsible and responsible for meeting our global service promise standards and programs. The role is also responsible for delivering on strategy while providing, cross-functional support for the broader workspace experience team (Facilities, Amenities, Security, On-Site Tech Support, Associate Experience) to ensure the successful execution of business priorities across the region. Lastly, this position will focus on the execution and compliance of our experience and service standards within their assigned campus or office. Success in this role will result in the execution of our Fidelity Real Estate Company standards, achieving targets on experience happiness, and contributing to the retention of our talent in the organization. <h3>The Expertise You Have </h3> <ul> <li>Undergraduate degree or relevant experience </li><li>Proven track record in hospitality is required, with preferred experience in Cross-functional team management, Hospitality/Customer Service and Commercial Real Estate. </li><li>Experience within the Financial Services industry is also valued. </li><li>Physical requirements include walking through buildings and occasionally performing light-duty activity such as moving IT (Informational Technology) equipment. </li><li>May need to work occasional extended hours (morning or evening) to support projects or activities. </li></ul> <h3>The Skills You Bring </h3> <ul> <li>Excel with meeting new people and networking and have a conscientious, thoughtful, and respectful demeanor </li><li>Have a consumer-first mentality with ability to identify and deliver against unmet needs </li><li>Excellent communication and interpersonal skills and a proficiency to influence others and build relationships </li><li>Exhibit confidence in communication </li><li>Demonstrate integrity, dependability, responsibility, accountability, self-awareness, and work ethic </li><li>Detail oriented with outstanding prioritization skills. </li><li>Highly inspired with a can-do approach and ability to problem-solve through a collaborative, unselfish, and team-oriented approach </li><li>You are proficient with Microsoft Office suite </li></ul> <h3>The Value You Deliver </h3> <ul> <li>Ensure the local site is functioning to quality standards and making recommendations to FREC teams if repairs or updates are required. </li><li>Identify and resolve issues with cleaning, IT, and conference room equipment. </li><li>Know and be able to implement building safety plans. </li><li>Support the execution of initiatives crafted to build connections between associates, including real estate workspace experience events, communications, and building walk-throughs. </li><li>Support the implementation of initiatives, processes, and strategy to further guest and associate experience. </li><li>Validating execution of global experience standards and standard operating procedures </li></ul> <h3>The Team</h3> Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. FRE runs more than 9 million square feet of space in the United States and overseas, including 13 North American and six international corporate sites, four critically important data centers and more than 200 retail investor centers. Our team is customer-centric; everything we do focuses on delivering solutions that meet the needs of Fidelity associates at all levels.

Sr. Hospitality Associate

Financial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** *** The Role The Financial Services Associate, as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred.</li> <li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.</li> <li>Personal computer proficiency required: Windows Office and web-based applications experience preferred.</li> <li>Outstanding organization, multi-tasking and time management skills</li> <li>Detail, process and goal-oriented</li> <li>Phenomenal client communication skills, especially by phone</li> <li>Strong computer skills with an emphasis on Microsoft Excel</li> <li>General knowledge of 401k industry a plus but not required</li> </ul> <h3>Dynamic Working</h3> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

6 Customer Service / Client Services Jobs