Implementation Specialist

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! Fidelity Charitable is looking for top notch customer service professionals to work on the Implementation Team in either Durham, NC or Westlake, TX. As an Implementation Specialist, you will be the primary point of contact for both advisors and our donors during the account opening process for accounts.

The Expertise and Skills You Bring:

• Bachelor’s degree desired.
• 2-3 years Financial Service or Operations experience is desired.
• High sense of urgency and understand when to escalate.
• Strong and effective verbal and written communication skills required.
• Critical thinking skills with excellent follow through.
• Attention to detail, organizational skills, & planning and time management.
• Collaborator who can influence without authority.
• Flexible with overtime as requested (especially December – Giving Season).

The Purpose of Your Role

To collaborate closely with donors and advisors, including those involved in the Charitable Investment Advisor Program (CIAP). The representative will respond to daily communications, review incoming paperwork for errors or missing information, set up non-advisor managed accounts and create work items for additional processing of advisor managed accounts. The position requires an individual with excellent customer service skills, an understanding of service operations, and the ability to manage priorities well.

Your primary responsibility is to provide high-quality, high-touch service to both CIAP and non-CIAP advisors. The Implementation Specialist will provide guidance, education, and ensures Fidelity Charitable is surpassing all the advisors’ needs.

You will engage with advisors using both written and verbal conversational techniques to understand the scope of their request, capture relevant information, and identify a solution if necessary. It is more than just fielding an inquiry and processing a transaction – our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals!

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. We are 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

Dynamic Working

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 one week, 5 consecutive days, every four weeks. These requirements are subject to change.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.