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<br> <br> Fidelity TalentSource is hiring a Client Service Representative to work at Fidelity in Westlake TX or Salt Lake City, UT.<br> <br> 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 $14.8 billion to charities in 2024. We are looking for top notch customer service professionals to work on the Core Contributions team in Westlake, Texas; Salt Lake City, Utah; or Durham, North Carolina. This contractor position supports our busiest time of year, Giving Season. The hours are demanding,<strong> please expect to work overtime in November and December.</strong><br> <br> The <strong>Expertise </strong>we’re Looking For: <ul> <li>Bachelor’s degree</li> <li>0-2 years Financial Operations preferred</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills and ability to follow written procedures</li> <li>Ability to work under pressure and within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> </ul> <br> The <strong>Purpose </strong>of Your Role<br> The Core Operations Specialist 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 Core Operations Specialist 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.<br> <br> The <strong>Skills </strong>You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</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 a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially November and December – Giving Season)</li> </ul> The <strong>Value </strong>You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services</li> <li>Process high value transactions</li> </ul> <ul> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> <br> How Your Work <strong>Impacts </strong>the Organization<br> 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 of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising<br> <br> Company Overview<br> 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 <strong>FidelityCareers.com</strong><br> <em>Fidelity Investments is an equal opportunity employer</em><br>

Fidelity TalentSource

Client Service Representative

<br><h4>Description</h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Engineer (Support) to work in Fidelity’s Cyber Security business unit in Westlake, TX!</p><h4><strong>The Role </strong></h4><p>Fidelity Investments is looking for a Senior Systems Engineer to join the Authentication Controls team within Enterprise CyberSecurity. This team provides Single Sign-On (SSO) and multi-factor authentication capabilities for hundreds of applications servicing the needs of the Fidelity workforce.</p><h4><strong>The Expertise and Skills You Bring </strong></h4><ul><li>Bachelor’s degree in Computer Science/Engineering, Information Systems/Science, or a closely related field. </li><li>Experience of supporting single sign on authentication standards, such as one or more of the following: SAML, OpenID Connect, OAuth or Kerberos. </li><li>Strong TCP/IP knowledge and a strong understanding of network infrastructure. </li><li>Knowledge of Active Directory. </li><li>Strong operating systems knowledge: Windows and Linux. </li><li>Minimum of five years of IT experience. </li><li>Excellent problem-solving skills with a commitment to the highest levels of quality. </li></ul><p>The following skills / experience are highly preferable for this role:</p><ul><li>Full stack software development experience (front end and back end). </li><li>Experience with working on one or preferably more of the following: Python, C++, Java/J2EE. </li><li>Experience with: </li><li>Version Control tools like Git. </li><li>Continuous Integration/Continuous Deployment (CI/CD). </li><li>Agile methodologies. </li><li>Experience of working in a cloud environment such as Azure and / or AWS. </li><li>A cyber security certification, such as CISSP. </li></ul><h4><strong>The Team </strong></h4><p>Your role in the Authentication Controls team will see you supporting SSO products from the main industry vendors in a scaled, distributed, highly available environment. These solutions enable business units throughout Fidelity to offer SSO services in a secure and highly reliable manner, ensuring they in turn can provide products and services to the standards expected by Fidelity customers.</p>

Systems Engineer (Support)

<br><h4>Description</h4><h4><strong>Digital Product Analyst</strong></h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Digital product Analyst to work at Fidelity Investments in Westlake, TX!</p><h4><strong>The Team</strong></h4><p>Digital Solutions chapter members are passionate about bringing together process, technology, analytics and user experience to scale our ability to serve our growing client and associate base. Our members share a set of core product management and analytical skills, as well as a set of differentiated skills which extend their ability to meet the needs of the squad to which they are aligned. You will be aligned with a squad that supports digital applications/products for our internal client facing associates in our call centers or in our investor center locations nationwide.</p><h4><strong>The Role</strong></h4><p>The Digital Solutions chapter builds world class digital experiences at scale. Our chapter members humanize products, services, and experiences by:</p><ul><li>Integrating deep research &amp; industry awareness </li><li>Impacting product strategy </li><li>Driving implementation across all client and associate touchpoints. </li></ul><p>This position provides business analysis and expertise to support the creation of digital experiences that support our clients and associates. The Digital Product Analyst plays a leading role in all phases of digital product management, including:</p><ul><li>Discovering the right opportunities using data </li><li>Defining the requirements </li><li>Crafting innovative solutions </li><li>Supporting client and field readiness </li><li>Measuring the business outcomes </li></ul><h4><strong>The Expertise You Have and Skills You Bring</strong></h4><ul><li>Bachelor's degree in business, finance, management or technology related field </li><li>4+ years of business/systems analysis, product management or software engineering experience delivering customer or associate focused digital solutions of high value </li><li>Background in user experience (UX) techniques &amp; methods a plus (e.g. Customer Journey mapping, empathy mapping &amp; affinity mapping). </li><li>Strong acquisition, refinement, and prioritization of requirements (e.g user stories) </li><li>High level business logic design or interpretation </li><li>Validation of outcomes by way of quantitative and qualitative measures that align with product area goals </li><li>User Acceptance testing experience </li><li>Go to market strategy &amp; execution experience. </li><li>Experience in iterative SDLC and changing requirements. </li><li>Superb communication &amp; story telling skills, conveying the vision and impact of digital solutions through using data and visualization </li><li>Familiar with APIs and an affinity for technology and a continuous learning approach regarding industry innovations </li><li>Project Management skills including stakeholder management, dependency management and milestone tracking. </li><li>Contact Center or CRM vendor application experience desirable (e.g. Salesforce / Genesys) </li></ul><h4><strong>Dynamic Working</strong></h4><p>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 two weeks, 5 consecutive days, every two weeks. These requirements are subject to change.</p>

Digital Product Analyst

<br><h4>Description</h4><p><strong>Fidelity TalentSource is currently seeking top candidates to serve Fidelity as a Security Representative. This position is a contract position and is located in Westlake, Texas</strong></p><p>Are you a motivated, dedicated professional looking to make a change over to a career that promises significant growth? Working as part of a team, you will play an integral role in creating peace of mind for Fidelity and its customers by protecting company assets, minimizing risk, and ensuring overall safety at a variety of locations.</p><p>This is not a typical “security guard” position, and no prior security or law enforcement experience is required. We will train you to actively patrol and respond to breaches and other threats against the firm, as well as acting as a first-responder in emergency situations. This contract role is also an entry point to positions throughout Fidelity, with a diverse range of advancement opportunities, not only within the division, but also to non-security careers such as a Financial Representative.</p><p>If you are ready for a rewarding new challenge with a global financial leader, and if you meet our qualifications (including a full background check), then we want to talk with you. Contact us today!</p><h4><strong>Job Requirements</strong></h4><p>As a Security Representative, you must be motivated, engaged, ambitious, and looking to build a long-term career. This is not a desk job, and you must be prepared to work as part of a team, acting quickly and expertly as you respond to urgent, potentially stressful situations. You must also display excellent verbal and written communication and interpersonal skills as you will interact with a variety of department managers and staff in addition to external visitors.</p><p><strong>Please note:</strong>Hire for this position is contingent upon successful completion of a thorough background check, including criminal, credit and education history, previous work experience/references, and a drug screen.</p><h4><strong>Specific qualifications for the role include:</strong></h4><ul><li>2 years’ experience in a role requiring solid interpersonal skills </li><li>Ability to spend periods of time walking or standing at a fixed post </li><li>Ability to perform first-responder rescue activities involved with medical or facility emergency situations </li><li>Knowledge of basic first aid and CPR, or the ability to acquire such knowledge through training </li><li>Knowledge of basic physical security techniques and principles, or the ability to acquire such knowledge through training </li><li>Ability to present a neat, clean, non-threatening appearance and professional demeanor </li><li>Ability to demonstrate poise and self-control under stress </li><li>Basic computer proficiency </li><li>Dedication to excellent customer service </li><li>Good analytical skills </li><li>Availability to work a flexible schedule, including days, nights, or weekends </li><li>Some college, preferred; bachelor’s degree or equivalent, a plus; criminal justice degree, a plus </li></ul><br>

Security Officer

<br><h4>Description</h4><h4><strong>Sr. Full Stack Engineer</strong></h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Sr. Full Stack Engineer to work at Fidelity Investments in Westlake, TX!</p><h4><strong>The Team</strong></h4><p>Our teams build and contribute to Fidelity’s Acquisition &amp; Loyalty strategy. As a developer in the A&amp;L team, you will be responsible for designing and developing highly performant API and building the web user experience to support our customers. You will own entire features from concept to deployment working as part of our multi-functional teams. You'll have the opportunity to provide ideas to improve our products as well as develop your skills, learn new technologies and languages, and continue to learn.</p><h4><strong>The Expertise You Have and Skills You Bring</strong></h4><ul><li>Experience with REST API Design &amp; Development using Java or NodeJS </li><li>Experience with any major Javascript framework (Angular, React etc.) </li><li>Experience working with AWS </li><li>Experience with Automation Tools/Frameworks (Mocha, Jasmine, Selenium, Protractor) </li><li>Familiar with designing, deploying and maintaining cloud-ready containerized applications </li><li>Familiar with DevOps, Automated Testing and Continuous Delivery </li><li>Familiar with building highly scalable and resilient applications </li><li>Strong intellectual curiosity and willingness to explore new technology stacks </li></ul><h4><strong>Dynamic Working</strong></h4><p>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 two weeks, 5 consecutive days, every two weeks. These requirements are subject to change.</p>

Sr. Full Stack Engineer (70/30 Back-end heavy)

<br><h4>Description</h4><h4><strong>Software Engineer in Test</strong></h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Software Engineer in Test to work in Westlake, TX!</p><h4><strong>The Role</strong></h4><p>Everything starts with our customers. At Fidelity, we are dedicated and heavily invested in ensuring the products we deliver are of the highest quality, stability, and experience so that nothing gets in the way of our customers and their financial dreams. We are looking for a highly motivated test solution architect who can support our Marketing Technology team in multiple ways such as defining and driving testing strategy across teams, automation testing, CI / CD build out, analysis, and monitoring tool sets. The outcome of this role will elevate the efficiency and speed at which Fidelity not only delivers stable products but delivers quality to our customers.</p><h4><strong>The Expertise and Skills You Bring</strong></h4><ul><li>Minimum Bachelor’s degree in Computer Science, Software Engineering, or related field </li><li>10+ years of experience with architecting automation test platforms and implementing development pipelines (CICD) </li><li>Multi-stack engineer with knowledge in a breadth of technologies and test automation frameworks and solutions (java and nodejs required) </li><li>Ability to work effectively across different technology stacks (Web, Mobile, API…) </li><li>Proven experience with development within the following: Java, JavaScript, Jenkins, uDeploy </li><li>Demonstrated experience with web based and API based automation tool sets such as: Cypress, Selenium, REST Assured, Playwright, and Karate </li><li>Cloud experience, Amazon Web Services (AWS) preferred </li><li>Ability to create solutions for multiple development teams which will increase velocity to production and increase stability in the product </li><li>Experience creating and standing up testing toolsets and platforms for multiple teams </li><li>Knowledgeable about different monitoring and observability options for pro-active incident resolution </li><li>Strong demonstrated experience in delivering software solutions in an Agile environment </li><li>Passionate about crafting the best end-to-end customer experience </li><li>Energetically pursue new technologies and their adoption </li><li>Leading the outcome by taking personal accountability for delivering strong results </li><li>Thrive in a fast paced, high demand environment </li><li>Enjoy experimental development solutions </li></ul><h4><strong>The Team</strong></h4><p>The Engineering Efficiency (EE) chapter resides in the Fidelity Wealth business unit of Fidelity Investments. The chapter consists of over 260 multi-stacked engineers with a passion around customer experience and with the engineering tool set to seek challenges including: Automated testing, performance testing, chaos testing, application cloud migration and management, CI / CD implementation, security testing and application development. The chapter’s support spans across all of PI and provides domain specialists to squads who develop products with the highest customer quality, security, stability, and experience. This role will directly support the Marketing Technology product area within the business unit which spans 20+ teams. The supported applications include but are not limited to web-based applications, API based applications, and cloud-based solutions.</p><h4><strong>Dynamic Working </strong></h4><p>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.</p>

Principal Software Engineer in Test

<br><h4>Description</h4>                Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Westlake TX, Boston MA or Smithfield RI!<br><br><strong>Description</strong><br> The Associate Compliance Analyst is part of a team responsible for providing service support to employees and performing administration of employee accounts, transactions, statements and required disclosures to ensure they meet the requirements of Fidelity’s Code of Ethics and Compliance policies.<br><br><strong>The Team</strong><br> Fidelity Compliance provides compliance policy oversight and advisory services that help Fidelity ensure compliance with Federal and State regulations, manage risk, protect our associates and our customers, and enhance business performance.<br><br><strong>The Expertise You Have </strong><ul><li>Bachelor’s degree preferred </li><li>Previous phone or customer service and operations experience required </li><li>1-2 years of relevant experience in audit, regulatory, risk or compliance environment preferred </li><li>Strong problem solving and data analytical skills </li><li>Positive attitude and goal-driven </li><li>Strong presentation, written, and interpersonal communication skills </li></ul><br><strong>The Skills You Bring</strong><ul><li>You’re a problem-solver and inspire creative solutions </li><li>You have an unwavering commitment to accuracy and quality </li><li>You possess excellent organizational, operations, and process management skills </li><li>You can handle multiple tasks and priorities simultaneously </li><li>You are able to overcome unexpected obstacles with little or no supervision </li><li>You possess strong research and analytical skills </li><li>You thoughtfully and efficiently drive tasks to completion </li></ul><ul><li>You have an excellent attention to detail and ability to communicate defects clearly with relevant information </li></ul><ul><li>You apply sound judgment to spot issues, assess risks, and identify items requiring escalation </li><li>You are proficient in common MS Office applications and are able to quickly learn and gain proficiency with internal websites, databases, and applications </li></ul><br><strong>The Value You Deliver</strong><ul><li>Responding to employee inquiries made via the Ethics Office Service phone, live chat, and e-mail channels </li><li>Administering employees’ personal trading account disclosures, statements, and transactions in support of trade surveillance </li><li>Performing various administrative duties, including mail handling and filing </li><li>Participating in the review of Ethics Office Operations policies and procedures </li><li>Analyzing Compliance requirements and rules to determine if potential business impact exists and escalating as appropriate </li><li>Working with other team members to identify, resolve and address issues </li><li>Maintaining strong working relationships with peers and managers within and across compliance teams (internally focused) </li></ul> The hourly pay rate range for this position is $71.00-95.00 per hour. <br><br> Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.<br><br> The hourly pay rate range for this position is $20.00-30.00 per hour. <br><br> Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.<br><br>

Associate Compliance Analyst

<br><h4>Description</h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.</p><p>The hourly pay rate for this position is $22 per hour.</p><p>Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!</p><p>Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.</p><h4><strong>The Team</strong></h4><p>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.</p><p>The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.</p><h4><strong>The Expertise You Have</strong></h4><ul><li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul><h4><strong>The Skills You Bring</strong></h4><ul><li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul><h4><strong>The Value You Deliver</strong></h4><ul><li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul><br>

Charitable Planning Associate

<br><h4>Description</h4><h4><strong>Principle Systems Services and Support Analyst</strong></h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Support Analyst to work in Westlake, TX!</p><h4><strong>The Role </strong></h4><p>Fidelity’s Associate Technology team builds, manages and distributes technology solutions for more than 200 local Investor Centers and 8 Regional Campuses across the United States. Our technology solutions are crucial to Fidelity’s core business, ensuring our associates have access to high functioning, reliable compute and software solutions.</p><h4><strong>The Value you Deliver</strong></h4><ul><li>Provide technical leadership for a dynamic team in establishing and refining associate technologies that improve our ability to deliver market leading associate technology. </li><li>Foster an environment of innovation that encourage creativity and the development of cutting-edge technology solutions to meet associate and client needs </li><li>Implement, maintain, and support various products used by associates in our investor and regional centers across the United States </li><li>Work closely with multi-functional teams and partners to align products with overall business goals, ensuring seamless integration and mutual success </li><li>Integrate activities between teams to solve problems and enhance the associate experience </li><li>Advocate for production stability and supportability by working with engineering teams to find opportunities for improvements </li><li>Participate in on-call rotation with other members of the team to provide outstanding support to our customers </li></ul><h4><strong>The Skills You Bring</strong></h4><ul><li>BS in Computer Science or related technical field </li><li>10+ years as a tech lead, delivering solutions and leading operations for a product or service environments including product evaluations, design, testing implementation and support </li><li>10+ years technical leadership to deliver operational excellence by upholding strong technology standards </li><li>Expertise in implementing and optimizing technology and processes in a tech forward environment </li><li>Proven experience in product management operations, ideally within a network, end user compute or business application environment. (network infrastructure; PC hardware and software; Business Applications like Salesforce) </li><li>Outstanding communication and collaborations skills, capable of engaging effectively with various stakeholders and cross-functional teams </li><li>Ability to rapidly assimilate technology solutions, business processes, goals and objectives and distill them into well-defined stories/requirements </li></ul><h4><strong>The Team</strong></h4><p>Our purpose is to improve the associates experience and boost efficiency, so they can help more people. We simplify the navigation of a sophisticated IT organization across Fidelity, increase transparency to business needs, improve operational efficiency and ensure a phenomenal IT experience. Team members share a set of core product management and analytical skills, along with differentiating skills that are suited to the squad to which they are aligned.</p><h4><strong>Dynamic Working </strong></h4><p>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.</p>

Principal Systems Services and Support Analyst

<br><h4>Description</h4>                Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a <strong>NPO Outreach Specialist to</strong> work in Westlake, TX or Salt Lake City, UT.<br><br> The Role <br> 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. <br><br> 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. <br><br> 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 <br> 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. <br><br> Company Overview <br> 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. <br><br><br>

195 Full Time Jobs in Westlake, TX, USA