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Fidelity TalentSource is hiring an Operations Associate to work at Fidelity in Westlake TX or Salt Lake City, UT.<br> <br> 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 $14.8 billion to charities in 2024. We are looking for top notch customer service professionals to work on the Core Contributions team in Westlake, Texas; Salt Lake City, Utah; or Durham, North Carolina. <br> <br> This contractor position supports our busiest time of year, Giving Season. <br> <br> The hours are demanding, please expect to work overtime in November and December. <br> <br> We request that you do not take extra vacation days in November, December and January. <br> <br> You will be off Thanksgiving, Christmas and New Year's Day as major holidays.<br> <br> <br> The <strong>Expertise </strong>we’re Looking For:<br> <ul> <li>Demonstrated problem solving skills and ability to follow written procedures</li> <li>Bachelor’s degree</li> <li>0-2 years Financial Operations preferred</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Ability to work under pressure and within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> </ul> <br> The <strong>Purpose </strong>of Your Role<br> The Core Operations Specialist is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of contributions to Fidelity Charitable customer accounts. As a member of FC’s inclusive Service Delivery team, the Core Operations Specialist will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.<br> <br> The <strong>Skills </strong>You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially November and December – Giving Season)</li> </ul> The <strong>Value </strong>You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services</li> <li>Process high value transactions</li> </ul> <ul> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> <br> How Your Work <strong>Impacts </strong>the Organization<br> 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. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising<br> <br> Company Overview<br> 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 <strong>FidelityCareers.com</strong><br> <em>Fidelity Investments is an equal opportunity employer</em><br>

Fidelity TalentSource

Operations Associate

<h3>Job Description:</h3><p>The Vice President of Non-Qualified Deferred Compensation (NQDC) Operations &amp; Support leads an organization that updates transactions, manages events, and provides service support to client teams for all NQDC workplace clients. They oversee the operational execution of the team to ensure a high level of quality and consistency. They also collaborate with senior leaders to develop the strategic vision and long-term business direction of the department based on anticipated future trends, client needs, and business drivers. They have a strong understanding of NQDC plans and product functionality. They prioritize and direct projects, guide the daily operations of the team, and establish the standard for exemplary support. The role is part of the Defined Contribution Client Service Operations leadership team and assists in carrying out the overall organization mission of delivering outstanding service.</p><h3><strong>The Role</strong></h3><p>The VP of NQDC Operations and Support has primary responsibility for leading the teams that own the operational, event, and service support activities for Non-Qual Deferred Compensation plans. Success is measured through transaction and event accuracy and timeliness, Client Satisfaction, business partner feedback, team development, and improving operational execution and scale. The role requires the desire and ability to participate in and drive cross-functional initiatives which have significant business impact. This role will:</p><ul><li>Have ultimate accountability for the teams that deliver accurate and timely execution of NQDC transactions and support for over 2,000 NQDC plans.</li><li>Drive overall strategy of our NQDC service model working in partnership with Client Service Managers, Client Service Administrators and Managing Directors</li><li>Cultivate a climate that values and rewards positive contributions, inclusion, diversity, initiative, and achievement of results.</li><li>Lead and develop a team of leaders and individual contributors passionate about creating a culture of outstanding service delivery and associate growth and development.</li><li>Develop, run, implement, and supervise the organizations improvement strategy</li><li>Provide impactful feedback often. Recognize where team members can be more effective and implement changes to improve performance.</li><li>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams.</li><li>Find opportunities for improvement and champion system enhancements and process improvements</li><li>Work closely with various internal business partners and external client contacts at various organizational levels.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Financial services industry and recordkeeping experience</li><li>Expertise with Non-Qualified plans including rules and regulations, processes, and service offering.</li><li>Leadership experience, with confirmed results managing people leaders and driving organization strategy</li><li>Experience managing operations processes with strong management routines and process controls</li><li>Outstanding relationship builder and communicator</li><li>Flexibility, can easily shift priorities and apply excellent planning, organizational, and interpersonal skills</li><li>Influence and negotiation skills</li><li>Ability to manage to performance measurements and develop strategies to meet/exceed targets; takes corrective action and implements plans as needed.</li><li>Ability to coach, mentor and develop leaders and associates at all levels, evaluating performance, balancing competing priorities, compensation planning and analysis, and adapting organization as needed.</li><li>Build and maintain effective collaboration and open communication with partners in every part of the organization. Can advocate for service and product improvements. Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization.</li></ul><h3><strong>The Team</strong></h3><p>This role is a member of the Defined Contribution Client Service Operations Senior Leadership team and helps set the overall organization strategy. You will bring focus and advocacy for support and solutions that meet the demands and needs of our Non-Qualified offering.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

2 Pharmacy / Pharmaceutical Jobs in Salt Lake City, UT, USA