Job Description:
Senior Implementation Specialist
The Role
The primary mission of the Investment Operations team is helping people, help people. We are looking for a Senior Implementation Specialist who is passionate about helping associates thrive and crafting powerful experiences for our clients to meet their philanthropic goals. Your primary responsibility is to provide high-quality, high-touch service to both CIAP and non-CIAP advisors and serve as their primary point of contact throughout the account management process.
Note: Fidelity is not providing immigration sponsorship for this position
Conducting research and resolving a variety of account maintenance items in a timely manner
Reviewing incoming paperwork for completeness, as well as errors or missing information
Engaging with advisors using written techniques to understand the scope of their request, capture relevant information, and identify a solution if necessary
Serving as point of contact for questions and client issues
Meeting and maintaining minimum productivity level requirements and process work in a timely and accurate manner ensuring the consistent delivery of quality
Managing and executing multiple priorities
Corresponding with Advisor in a timely and efficient manner
Meticulous attention to detail will be key to success in this role
It is more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that!
The Expertise and Skills You Bring
Bachelor’s degree
3 years Financial Services or Operations experience is desired, prior Implementation/Account management experience is helpful
You have a high sense of urgency and understand when to escalate.
Your strong and effective verbal and written communication skills required.
Your absolute best critical thinking skills with excellent follow through.
Your strong attention to detail, organizational skills, and planning and time management.
You are a collaborator with the ability to influence without authority.
You are flexible with overtime as requested (especially December – Giving Season).
Collaborating with internal Charitable business partners to fulfill special handling requests.
Employing good sound judgment in decision making or problem resolution.
Delivering a great customer experience with each interaction to help strengthen donor relationships.
Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting, Charitable Investment Advisor Program, and Complex Assets.
The Team
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. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Certifications:
Category:
Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.