Fidelity Customer Service Jobs (NOW HIRING)

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Client Experience Associate to work in Fidelity’s Enterprise Infrastructure Group in Westlake, TX.

Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Donor Services team. As a Donor Services Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, Financial Advisors and Non Profit Organizations affiliated with Fidelity Charitable. 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 Expertise We’re Looking F

• orBachelor’s degree preferred and/or equivalent experien
• ceMinimum 1-2 years of telephone customer service experience; preferably in a contact center environme

nt
**The hours are demanding, please expect to work overtime in November and Decem

berThe hourly pay rate for these positions is $22 per ho

ur.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other fact

ors.
The Purpose of Your

RoleYour 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 clients 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 - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of

that!
The Skills You

• BringYour proficient verbal and written communication skills re
• quiredYour very best problem- solving skills with excellent follow t
• hroughYour strong organizational skills, planning and time mana
• gementYou are able to proficiently multi-task in a Windows based envir
• onmentYou 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 (these are internal applications at Fidelity Charit
• alble)Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-8:00pmET, Monday-Friday. Shifts will vary during business

hours.The Value You D

• eliverExecuting quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -P
• rofitsVia telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile inform
• ation.Interact with other internal Charitable business units as
• neededEmploying good sound judgment in decision making or problem reso
• lutionDeliver a great customer experience with each inter
• actionA customer centric m

indset
How Your Work Impacts the Organ

izationThe 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 c

harity.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 His

tories.
Company

OverviewAt 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 FT

SJobs.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 acc