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SOAR - Client Service Program (Durham, NC)

Company: Fidelity Investments
Location: Durham
Posted on: June 9, 2024

Job Description:

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 $11.7 billion to charities in 2023. 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 (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, 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: Company Overview Fidelity 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 Us At 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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. Fidelity'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). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. 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 Accommodation Team by sending an email to accommodations@fmr.com.

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

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