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Fidelity Charitable Jobs in Texas (NOW HIRING)

Fidelity TalentSource

Client Experience Associate

Roanoke, TX · On-site

$14 - $19.25/hr

Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for ...

Fidelity Investments

Product Manager

Westlake, TX

$89K - $180K/yr

Fidelity will not provide immigration sponsorship for this position. We are seeking a product ... charitable giving employee match program, and educational assistance including student loan ...

Fidelity Investments

Consultant, Actuary

Westlake, TX · On-site

$89K - $180K/yr

Note: Fidelity will not provide immigration sponsorship for this position. The Role We are ... charitable giving employee match program, and educational assistance including student loan ...

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$21.1K

$54.7K

$117.8K

How much do fidelity charitable jobs pay per year?

As of Aug 27, 2026, the average yearly pay for fidelity charitable in Texas is $54,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,617.00 and $69,475.00 per year, depending on experience, location, and employer.

What is a Fidelity Charitable?

A Fidelity Charitable job typically involves working for Fidelity Charitable, an independent public charity that helps donors maximize their philanthropic impact through donor-advised funds. Employees may work in roles related to donor services, financial management, grant processing, or nonprofit relations. These positions support charitable giving by ensuring efficient fund management, compliance, and outreach efforts.

What are the primary responsibilities and team dynamics for roles at Fidelity Charitable?

At Fidelity Charitable, daily responsibilities often include assisting donors with their charitable giving strategies, managing account inquiries, and ensuring compliance with applicable regulations. You’ll work closely with colleagues in donor services, finance, and legal departments, making teamwork and clear communication a central part of the job. The work environment is collaborative and mission-driven, with an emphasis on problem-solving and delivering exceptional service to donors. Many team members find opportunities for advancement in donor relations, compliance, or program management as they gain experience.

What are the key skills and qualifications needed to thrive in the Fidelity Charitable position, and why are they important?

To excel at Fidelity Charitable, you generally need expertise in philanthropy, donor relations, and financial management, often supported by a bachelor’s degree in business, finance, or a related field. Familiarity with donor-advised fund platforms, CRM systems like Salesforce, and regulatory compliance tools is important. Strong communication, relationship-building abilities, and teamwork are essential soft skills for engaging donors and collaborating with internal teams. These skills are crucial to effectively support charitable giving while ensuring legal compliance and excellent service.

What are popular job titles related to Fidelity Charitable jobs in Texas?

For Fidelity Charitable jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Fidelity Charitable jobs in Texas look for?

The top searched job categories for Fidelity Charitable jobs in Texas are:

What cities in Texas are hiring for Fidelity Charitable jobs?

Cities in Texas with the most Fidelity Charitable job openings:

Fidelity Charitable jobs near you
Infographic showing various Fidelity Charitable job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $54,689 per year, or $26.3 per hour.

Client Experience Associate

Roanoke, TX • On-site

Fidelity TalentSource
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Fidelity TalentSourceexternal

$14 - $19.25/hr

Other

Re-posted 21 days ago

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate to work in Westlake, TX!
Got personality? Like to talk? Have a desire to problem tackle, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.
The work shift for this role is 9:30 AM - 6:00 PM CST, Monday - Friday. (Flexible start and end times during training period as needed by team are requested)
The Role
The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.
The Expertise We're Looking For

  • Bachelor's degree preferred
  • Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment preferred
  • 2-3 years Customer Service, Sales, Service Operations or UHNW background preferred
The Skills You Bring
  • Your proficient verbal and written communication skills required
  • Your very best problem- solving skills with excellent follow through
  • Your strong organizational skills, planning and time management
  • You are able to proficiently multi-task in a Windows based environment
  • 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. (ability to learn these systems requested)
  • Your flexibility for overtime as requested (especially December - Giving Season) Various shifts are available.
The Value You Deliver
  • Providing outstanding customer service via phones and email communication
  • Collaborating with internal Charitable business partners to fulfill special handling
  • Employing good sound judgment in decision making or problem resolution
  • Coordinate with management to implement expedited delivery requests
  • Ensure daily work meets accuracy standards and is completed in a timely manner
  • 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 Compliance, Program, Legal, Risk, and Deliveries
  • Maintain up-to-date procedures for those functions for which responsible
  • Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable
Note: Fidelity is not providing immigration sponsorship for this position
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.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Company Overview
At Fidelity, we are passionate about 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. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity's Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity's regional and investor center locations. Our mission is to help you experience Fidelity's diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity's long-term strategy.
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.

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