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Fidelity TalentSource is hiring a Client Service Representative to work at Fidelity in Westlake TX or Salt Lake City, UT. 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, please expect to work overtime in November and December. The Expertise 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> The Purpose of Your Role 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. The Skills 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 Value 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> 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 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 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 FidelityCareers.com Fidelity Investments is an equal opportunity employer

Fidelity TalentSource

Client Service Representative

Fidelity TalentSource is hiring a Client Service Representative to work at Fidelity in Westlake TX or Salt Lake City, UT. 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, please expect to work overtime in November and December. The Expertise 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> The Purpose of Your Role 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. The Skills 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 Value 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> 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 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 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 FidelityCareers.com Fidelity Investments is an equal opportunity employer

<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.

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.

<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.

7 Customer Service / Client Services Jobs in United States