Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a (Client Experience Specialist) to work in (Salt Lake City, Utah)!
The hourly pay rate range for this position is $22 per hour
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
The Role
Client Experience Specialist
Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Client Experience Specialist team. As a Client Experience Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Then to add icing to the cake you will have an opportunity to work closely with our operation departments assisting with back-office processing for part of your day. Still interested? Read on.
The Expertise We’re Looking For
- Associate’s degree preferred
- Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment.
- Strong customer service skills.
- Attention to detail with strong follow-through
The Purpose of Your Role
Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with clients using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!
The Skills You Bring
- Your strong verbal and written communication skills required
- Your very best problem- solving skills with excellent follow through
- Your strong organizational skills, planning and time management
- Demonstrates attention to detail, with good follow-through
- Technical proficiency with strong problem solving skills
- You are able to proficiently multi-task in a Windows based environment
- You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.
- Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Shift is 9:30 AM - 6:00 PM MST, Monday – Friday. Business hours are 8:30 AM - 8:30pm EST, Monday-Friday.
The Value You Deliver
- Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits
- Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.
- Interact with other internal Charitable business units as needed
- Employing good sound judgment in decision making or problem resolution
- Deliver a great customer experience with each interaction
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. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. For information about working at Fidelity TalentSource, visit FTSJobs.com
Fidelity Investments is an equal opportunity employer.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.