SOAR - Client Service Program (Westlake, TX)

Job Description

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 $14.9 billion to charities in 2024.

Our SOAR associate program is a springboard to an amazing customer service career where you can help make a difference! In the SOAR associate role, you will be part of our fun and fast-paced team. You will learn about our business and customers, with opportunities to interact with external customers and nonprofits, as well as experience our internal operational and investments work. You will also learn about Fidelity’s other available customer service career opportunities for you to consider once you complete the SOAR program.

The Expertise And Skills You Bring

• Strong and effective verbal and written communication skills, able to have presence in the conversation
• Demonstrated attention to detail, with good follow-through
• Strong organizational, planning, multi-tasking, and time management skills
• Highly motivated with a strong competitive drive
• Demonstrated problem solving skills
• Ability to work under pressure and within tight deadlines
• Demonstrated ability to identify and mitigate potential areas of risk
• Proficiency with Microsoft Office/multiple systems experience preferred
• Adaptable/quick learner
• Ability to deliver a great customer experience with each interaction
• Passion for learning and growth
  
  

Responsibilities

• Creating a superior customer experience and responding to inquiries from Fidelity Charitable Donors, Advisors and Non-Profits
• Conducting research, developing, and maintaining customer relationships, and delivering timely problem resolution
• Facilitating timely, accurate and efficient back-office financial transactions as needed, processing account inquiries and service actions, and ensuring that daily work meets accuracy standards
• Interacting with other internal Charitable business units as needed
  
  

The Team

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.

Certifications

Category:

Customer Service, Rotational Programs

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 every other week (all business days, M-F) in a Fidelity office.