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Client Service Representative

Company: Fidelity TalentSource
Location: Durham
Posted on: June 11, 2021

Job Description:

Fidelity TalentSource is hiring a Client Services Representative to work at Fidelity in Durham, NC.

This is a contract that pays $18.00 an hour.

Fidelity Charitable (www.fidelitycharitable.org), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2019, our donors granted over $7B to charitable organizations.

Position Description:

The Client Services Representative (CSR) is a valued member our Contributions team and is responsible for the timely and accurate processing of contributions to FC Giving Accounts. The CSR values teamwork and will process cash-equivalents, stock certificates and assist with paperwork processing for less liquid contributions, including securities and mutual funds. As a member of the Service Delivery team, the CSR will be part of a highly motivated, fast-paced team, requiring a strong understanding of service operations, as well as the ability to manage priorities well.

Primary Responsibilities:

Process contributions of cash equivalents and securities Coordinate the transfer of mutual fund contributions held outside of Fidelity by delivering the necessary paperwork to Fidelity’s Transfer of Assets department and then tracking the

status of the pending transactions

Contact donors and/or contra-brokers to facilitate the delivery of pending contributions Serve as back-up for the processing of account opening and account change requests Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization Build effective business relationships with Fidelity business partners with whom the position interfaces, including OSG, Legal Transfer, Banking Services, TOA and Deliveries Maintain up-to-date procedures for those functions for which responsible

Experience/ Qualifications/ Personal Qualities:

Bachelor's degree and 0-2 years’ experience in customer service or service operations Strong and effective verbal and written communication skills Outstanding attention to detail, with good follow-through Strong organizational, planning, multi-tasking and time management skills Proven problem solving skills Ability to work under pressure and within tight deadlines Demonstrated ability to identify and mitigate potential areas of risk Technical aptitude Working knowledge of Fidelity systems (XTRAC) a plus Proficiency with Microsoft Office applications required Ability to meet overtime commitments

Work hours are MF 9:30am-6pm ET, with extended hours as needed

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 Investments and Fidelity TalentSource are equal opportunity employers.

Keywords: Fidelity TalentSource, Durham , Client Service Representative, Other , Durham, North Carolina

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