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SOAR - Client Service Program (Durham, NC)

Company: Fidelity Investments
Location: Durham
Posted on: August 6, 2022

Job Description:

Job Description:The RoleFidelity Charitable helps donors maximize their generosity through our donor-advised fund. We are the nation's top maker of grants to nonprofit organizations, distributing $10.3 billion to charities in 2021.Our SOAR associate program is a springboard to an amazing 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 career opportunities (and licensing, as applicable) for you to continue at Fidelity once you complete the SOAR program.The Expertise and Skills You Bring

  • Strong and effective verbal and written communication skills
  • Demonstrated attention to detail, with good follow-through
  • Strong organizational, planning, multi-tasking, and time management skills
  • 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 applications preferred
  • Ability to deliver a great customer experience with each interaction
  • Passion for learning and growthResponsibilities
    • 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 neededThe TeamThe 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:
      Company OverviewFidelity Investments is a privately held company with a mission 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.
      Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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're calling "."We invite you to Find Your Fidelity at .
      Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Controller, Staff Accountant, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Durham , SOAR - Client Service Program (Durham, NC), Accounting, Auditing , Durham, North Carolina

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