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<h4>Description</h4> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul><li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul><ul><li>Strong and effective verbal and written communication skills </li></ul><ul><li>Demonstrates attention to detail, with good follow-through </li></ul><ul><li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul><ul><li>Demonstrates strong problem-solving skills </li></ul><ul><li>Ability to work under pressure and within tight deadlines </li></ul><ul><li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul><ul><li>Technical proficiency </li></ul><ul><li>Ability to meet overtime commitments </li></ul><ul><li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul><ul><li>Proficiency with Microsoft Office applications required </li></ul><ul><li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> ? The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org" target="_blank">www.fidelitycharitable.org</a>), 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 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to?grow the American tradition of philanthropy?by providing programs that make charitable giving accessible, simple, and effective.

Fidelity TalentSource

NPO Outreach Specialist

<h4>Description</h4>The RoleAs a full stack engineer with the Brokerage and Digital Experience Engineering (BDXE) chapter area, you will be part of a diverse and collaborative team, laser-focused on delivering outstanding solutions. You will work across a wide range of technologies, bringing deep technical experience across Angular, NodeJS, micro-services, and cloud.The Value You DeliverAs a Full-Stack engineer in BDXE, you will be responsible for:<ul><li>Working on the account opening and maintenance experience product, as part of an agile SCRUM team </li><li>Developing, maintaining, and testing solutions across the Angular-Node-API-AWS tech stack </li><li>Performing code reviews, unit testing, and integration testing </li><li>Identifying and resolving issues within the production and non-production environments </li><li>Strong communicating with peers and partners across BDXE chapter area and the wider company </li><li>Documenting &amp; sharing technical solutions and diagrams </li><li>Implementing solutions that align with the wider Fidelity technology strategy </li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's / Master’s degree or equivalent in Computer Science or Engineering. </li><li>Designing, developing, and maintaining Node JS, and/or Process Automation based applications in a fast-paced Scrum environment. </li><li>Design and Development of front-end solutions using Angular, JavaScript, Typescript, CSS, HTML &amp; Browser Developer tools. </li><li>Designing and implementing continuous JS environments using Webpack, Grunt, Gulp, etc. </li><li>Effectively employ DevOps, Automated Testing and Continuous Delivery using technology such as Groovy, Jenkins, Concourse. </li><li>Exposure to native mobile development on iOS and/or Android. </li><li>Strong understanding of Computer Science fundamentals (Data Structures, Algorithms). </li><li>Knowledge of HTTP based interactions, REST, Networking and how the internet works. </li><li>Strong Version Control, Branching strategies and Git skills. </li><li>Hands on experience working with package management using Node.js, NPM, Express. </li><li>Proven expertise and mindset of employing Automation for Development, Testing &amp; Deployment. </li><li>Appetite for learning new skills and constant learning. </li></ul>The TeamThe BDXE team builds and maintains digital solutions that enable retail customers to do transactions like account opening, money transfer, trading etc.Our Product Area is Core Experience (CoreX) which is comprised of 4 squads based in North Carolina and Salt Lake City. The CoreX portfolio consists of products like retail Account Opening, Account Management, Bank Linking, Money Transfer and Transfer of Assets. Our primary tech-stack is Angular, Node.js, REST/Graph APIs, and AWS.

Full Stack Engineer

<h4>Description</h4> Event Operator An Event Operator is a core member of the High Touch Services Managed Events technical production team who operates and manages highly specialized technology-differentiated conference and collaboration facilities and virtual Events. Service offerings encompass live meeting/event Operation support and Coordination of regional resources. You will work directly with advanced audiovisual systems, audio/video/web conferencing, live streaming media, and post-production needs. The Expertise we’re looking for <ul><li>Bachelor’s degree or equivalent experience</li><li>Strong event support background with at least 3-5 years of experience</li><li>LIVE production experience</li><li>Strong communication skills</li></ul> The Purpose of Your Role As an Operator – Events, you will work directly with a Managed Event Producer, Event planners and Communications teams to manage the technical needs, expectations and ultimately lead the LIVE Operation of a Managed Event. The primary role will be the Operation of Events with a secondary role based on the candidate’s deepest experience they bring to the group. The Skills You Bring Skills: <ul><li>Your LIVE event management skills.</li><li>Your strong coordination skills across many partners.</li><li>Your possession of good working knowledge of desktop and IT systems, PC and Mac hardware, Windows OS and MS applications, iOS, technical trouble shooting and issue resolution.</li><li>Your interest in fostering innovation</li><li>Your proven ability to improve support processes and customer experience.</li><li>Your customer focus and dedication to customer satisfaction.</li><li>Your excellent written and verbal communication skills.</li><li>Your ability to identify opportunities for continuous improvement</li></ul> The Value You Deliver The Event Operator is expected to help us continue to provide world-class technology differentiated support to our client facing businesses and our top level executive leadership. The Managed Events team consists of a small, close team of individuals who all bring their own unique expertise to the firm. This group leads innovative technology pilots as part of the support model and is expected to look forward to bring continuous improvements to our systems as well as showcase new technologies that may have interest to the business. How Your Work Impacts the Organization End User Collaboration and Productivity provides worldwide technology and support to Fidelity’s associates. We are an integral partner enabling the firm to deliver innovative, scalable, industry-leading investment tools that enable our associates to achieve a competitive advantage globally. 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 Investments is an equal opportunity employer.

Event Operator

<h4>Description</h4> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Westlake TX, Boston MA or Smithfield RI! Description The Associate Compliance Analyst is part of a team responsible for providing service support to employees and performing administration of employee accounts, transactions, statements and required disclosures to ensure they meet the requirements of Fidelity’s Code of Ethics and Compliance policies. The Team Fidelity Compliance provides compliance policy oversight and advisory services that help Fidelity ensure compliance with Federal and State regulations, manage risk, protect our associates and our customers, and enhance business performance. The Expertise You Have <ul><li>Bachelor’s degree preferred </li><li>Previous phone or customer service and operations experience required </li><li>1-2 years of relevant experience in audit, regulatory, risk or compliance environment preferred </li><li>Strong problem solving and data analytical skills </li><li>Positive attitude and goal-driven </li><li>Strong presentation, written, and interpersonal communication skills </li></ul> The Skills You Bring<ul><li>You’re a problem-solver and inspire creative solutions </li><li>You have an unwavering commitment to accuracy and quality </li><li>You possess excellent organizational, operations, and process management skills </li><li>You can handle multiple tasks and priorities simultaneously </li><li>You are able to overcome unexpected obstacles with little or no supervision </li><li>You possess strong research and analytical skills </li><li>You thoughtfully and efficiently drive tasks to completion </li></ul><ul><li>You have an excellent attention to detail and ability to communicate defects clearly with relevant information </li></ul><ul><li>You apply sound judgment to spot issues, assess risks, and identify items requiring escalation </li><li>You are proficient in common MS Office applications and are able to quickly learn and gain proficiency with internal websites, databases, and applications </li></ul> The Value You Deliver<ul><li>Responding to employee inquiries made via the Ethics Office Service phone, live chat, and e-mail channels </li><li>Administering employees’ personal trading account disclosures, statements, and transactions in support of trade surveillance </li><li>Performing various administrative duties, including mail handling and filing </li><li>Participating in the review of Ethics Office Operations policies and procedures </li><li>Analyzing Compliance requirements and rules to determine if potential business impact exists and escalating as appropriate </li><li>Working with other team members to identify, resolve and address issues </li><li>Maintaining strong working relationships with peers and managers within and across compliance teams (internally focused) </li></ul> The hourly pay rate range for this position is $20.00-30.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Associate Compliance Analyst - Ethics Office

<h4>Description</h4><h4>Job Description –Senior Software Engineer</h4> We are seeking highly talented and experienced software engineers to join our team, dedicated to building and contributing to software that revolutionizes the automation and digitization of business processes. Advanced Process Solutions (APS) is a technology-focused domain within Fidelity’s organization dedicated to helping Fidelity deliver the best digital customer experience in the financial industry. As part of our diverse team, you will collaborate with innovative leaders to develop technology solutions that support end-to-end customer servicing, as well as underpin core &amp; common capabilities. You will partner with cross-functional teams across multiple business units to deliver solutions that meet the needs of our customers and help Fidelity achieve its goal of becoming a digital leader. As a Senior Software Engineer, you will play a crucial role in creating cutting-edge solutions that drive the digitization efforts of Fidelity, providing our associates and customers with the digital capabilities they need for incredible service experiences. Your expertise in building and contributing to enterprise-level projects will be instrumental in the success of this role. <h4>The Expertise You Have</h4> Our ideal candidate has built high scale product services, is very passionate about building great software products and is passionate about learning new technologies. Proficient in distributed system design and implementation, and the ability to ensure high-performance, high-reliability operation of large-scale systems. Proficient Java developer with solid foundations in object-oriented programming &amp; design patterns <ul><li>Experience designing, developing, and maintaining robust and scalable digital services using Java, Spring Boot, and related technologies.</li><li>Proficiency in automating and digitizing business processes, leveraging modern architectures and best practices.</li><li>Familiarity working with cloud providers, preferably AWS, to deploy and manage applications utilizing services such as S3, EKS, and Kafka.</li><li>Experience working with containers and building digital services in a serverless architecture using technologies like Docker and Kubernetes is an added advantage.</li><li>Experience in SQL and database concepts including design, schema, views, tokenization with any mainstream product. </li><li>Experience working in a CI/CD environment and using relevant tools and technologies.</li><li>Excellent and effective communication required</li><li>Strong problem resolution skills required</li><li>Ability to work in an agile environment required</li></ul><h4>The Value You Deliver</h4> Be a hands-on software developer who brings experience working with application-layer development. Participate in identifying and building technologies, practices, and tools needed to build the platform. Collaborate with diverse groups within the organization, implement the best engineering practices, and promote those across other APS products. You can expect to: <ul><li>Deliver a next generation business communication platform, which is essential to delivering market leading service levels, a real time view of our operating performance and attaining digital leadership.</li><li>Work closely with business units in re-engineering and digitization efforts that result in impactful and significant communications processing, while developing best-in-class digital experiences for our customers and associates.</li><li>Participate in identifying and building capabilities needed for the future of the platform, collaborating with business, architecture, and technology teams. Contribute to the strategic roadmap and drive innovation within the enterprise.</li><li>Mentor and coach other team members to build their skills and foster a culture of continuous learning and professional growth. Share your knowledge and expertise to empower other teams to achieve and grow within the business communications space.</li><li>Conduct demos and reviews with stakeholders and key partners to gather feedback, validate requirements, and ensure alignment with business objectives. Actively engage in the feedback loop to drive improvements and deliver optimal solutions.</li></ul>

Full Stack Java Engineer

<h3>Job Description –Senior Software Engineer</h3> We are seeking highly talented and experienced software engineers to join our team, dedicated to building and contributing to software that revolutionizes the automation and digitization of business processes. Advanced Process Solutions (APS) is a technology-focused domain within Fidelity’s organization dedicated to helping Fidelity deliver the best digital customer experience in the financial industry. As part of our diverse team, you will collaborate with innovative leaders to develop technology solutions that support end-to-end customer servicing, as well as underpin core &amp; common capabilities. You will partner with cross-functional teams across multiple business units to deliver solutions that meet the needs of our customers and help Fidelity achieve its goal of becoming a digital leader. As a Senior Software Engineer, you will play a crucial role in creating cutting-edge solutions that drive the digitization efforts of Fidelity, providing our associates and customers with the digital capabilities they need for incredible service experiences. Your expertise in building and contributing to enterprise-level projects will be instrumental in the success of this role. <h3>The Expertise You Have</h3> Our ideal candidate has built high scale product services, is very passionate about building great software products and is passionate about learning new technologies. Proficient in distributed system design and implementation, and the ability to ensure high-performance, high-reliability operation of large-scale systems. Proficient Java developer with solid foundations in object-oriented programming &amp; design patterns <ul> <li>Experience designing, developing, and maintaining robust and scalable digital services using Java, Spring Boot, and related technologies.</li> <li>Proficiency in automating and digitizing business processes, leveraging modern architectures and best practices.</li> <li>Familiarity working with cloud providers, preferably AWS, to deploy and manage applications utilizing services such as S3, EKS, and Kafka.</li> <li>Experience working with containers and building digital services in a serverless architecture using technologies like Docker and Kubernetes is an added advantage.</li> <li>Experience in SQL and database concepts including design, schema, views, tokenization with any mainstream product. </li> <li>Experience working in a CI/CD environment and using relevant tools and technologies.</li> <li>Excellent and effective communication required</li> <li>Strong problem resolution skills required</li> <li>Ability to work in an agile environment required</li> </ul> <h3>The Value You Deliver</h3> Be a hands-on software developer who brings experience working with application-layer development. Participate in identifying and building technologies, practices, and tools needed to build the platform. Collaborate with diverse groups within the organization, implement the best engineering practices, and promote those across other APS products. You can expect to: <ul> <li>Deliver a next generation business communication platform, which is essential to delivering market leading service levels, a real time view of our operating performance and attaining digital leadership.</li> <li>Work closely with business units in re-engineering and digitization efforts that result in impactful and significant communications processing, while developing best-in-class digital experiences for our customers and associates.</li> <li>Participate in identifying and building capabilities needed for the future of the platform, collaborating with business, architecture, and technology teams. Contribute to the strategic roadmap and drive innovation within the enterprise.</li> <li>Mentor and coach other team members to build their skills and foster a culture of continuous learning and professional growth. Share your knowledge and expertise to empower other teams to achieve and grow within the business communications space.</li> <li>Conduct demos and reviews with stakeholders and key partners to gather feedback, validate requirements, and ensure alignment with business objectives. Actively engage in the feedback loop to drive improvements and deliver optimal solutions.</li> </ul>

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Software Engineer in Test to work in the Cyber Security Business unit in Westlake, TX. <h3>Software Engineer in Test</h3> In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Workforce Identity &amp; Access Management product line team. We are a dynamic, high visibility team that provides access lifecycle control solutions for all of Fidelity’s business units. We are seeking motivated Software Engineer in Test Automation for our migration to an enterprise SailPoint IdentityIQ that will offer improved management access rights across our global enterprise. <h3>The Team</h3> The Workforce Identity &amp; Access Management product line team provides provisioning, lifecycle management and control assessment solutions to technology teams and applications across Fidelity’s business units. We are responsible for providing capabilities that provide secure, stable access in a manner which ultimately improves Fidelity’s risk posture, ensures compliance with policy standards, and reduces the overall cybersecurity threat landscape facing the firm. <h3>The Expertise You Have </h3> <ul> <li>B.S. Computer Science, Computer Engineering, or similar technical field. </li><li>6+ years of software test automation for application user interfaces, services/APIs, and data quality. </li><li>Experience with automation of functional, regression, performance, and chaos testing </li><li>You have hands-on experience in testing using the following technologies: </li><li>Experience with unit testing using framework such as JUnit, TestNG, Jasmine/Karma </li><li>Experience with test automation tools such as Cucumber, Selenium, Playwright, Karate, Katalon </li><li>Experience with data quality tools such as ICEDQ </li><li>Experience with performance testing using tools such as JMeter, RushHour </li><li>Experience with test management by design, develop, document, and execute tests in Xray </li><li>Experience with Application Lifecycle Management tools such as Git, Jenkins, JIRA </li><li>Experience with application monitoring tools such as DataDog, Splunk </li></ul> <h3>The Skills You Bring</h3> <ul> <li>You will be capable of building end-to-end test automation for applications </li><li>Mine and manipulate data to create test data for multiple or complex projects </li><li>Define automated regression tests for future projects and for ongoing regression efforts </li><li>Document and report on identified system testing issues in standard defect tracking tool </li><li>Identify defects in multiple environments and throughout all phases of the development life cycle and ensure that development groups address all open defects in a timely manner. </li><li>Integration of test automation with Continuous Integration Tools such as Jenkins </li><li>You have maniacal focus on automation and always looking towards reducing waste and improving efficiencies </li><li>Adhere to established software engineering standard methodologies and standards. </li><li>Ability to quickly learn, apply new technical skills, adapt and thrive to meet the needs of a fast paced, changing environment </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Team player testing software in a fast-paced and highly flexible environment </li><li>Continued focus on improving test coverage, release velocity and production health </li><li>Working with global Agile teams and will contribute to enhancing engineering quality practices </li><li>Exercising operational expertise in a team, targeting Engineering and DevOps excellence </li><li>Forever learning and growing your skillsets to be an active contributor to a well-rounded team </li></ul> <h3>Preferred Technology Experience</h3> <ul> <li>Junit, TestNG, Jasmine/Karma </li><li>Selenium, Playwright </li><li>Cucumber </li><li>Xray </li><li>JMeter, RushHour </li><li>ICEDQ </li><li>Gremlin is a plus </li></ul> Dynamic Working 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 all business days of every other week in a Fidelity office.

Software Engineer in Test

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Westlake TX, Boston MA or Smithfield RI! Description The Associate Compliance Analyst is part of a team responsible for providing service support to employees and performing administration of employee accounts, transactions, statements and required disclosures to ensure they meet the requirements of Fidelity’s Code of Ethics and Compliance policies. The Team Fidelity Compliance provides compliance policy oversight and advisory services that help Fidelity ensure compliance with Federal and State regulations, manage risk, protect our associates and our customers, and enhance business performance. The Expertise You Have <ul> <li>Bachelor’s degree preferred </li><li>Previous phone or customer service and operations experience required </li><li>1-2 years of relevant experience in audit, regulatory, risk or compliance environment preferred </li><li>Strong problem solving and data analytical skills </li><li>Positive attitude and goal-driven </li><li>Strong presentation, written, and interpersonal communication skills </li></ul> The Skills You Bring <ul> <li>You’re a problem-solver and inspire creative solutions </li><li>You have an unwavering commitment to accuracy and quality </li><li>You possess excellent organizational, operations, and process management skills </li><li>You can handle multiple tasks and priorities simultaneously </li><li>You are able to overcome unexpected obstacles with little or no supervision </li><li>You possess strong research and analytical skills </li><li>You thoughtfully and efficiently drive tasks to completion </li></ul> <ul> <li>You have an excellent attention to detail and ability to communicate defects clearly with relevant information </li></ul> <ul> <li>You apply sound judgment to spot issues, assess risks, and identify items requiring escalation </li><li>You are proficient in common MS Office applications and are able to quickly learn and gain proficiency with internal websites, databases, and applications </li></ul> The Value You Deliver <ul> <li>Responding to employee inquiries made via the Ethics Office Service phone, live chat, and e-mail channels </li><li>Administering employees’ personal trading account disclosures, statements, and transactions in support of trade surveillance </li><li>Performing various administrative duties, including mail handling and filing </li><li>Participating in the review of Ethics Office Operations policies and procedures </li><li>Analyzing Compliance requirements and rules to determine if potential business impact exists and escalating as appropriate </li><li>Working with other team members to identify, resolve and address issues </li><li>Maintaining strong working relationships with peers and managers within and across compliance teams (internally focused) </li></ul> The hourly pay rate range for this position is $20.00-30.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Event Operator An Event Operator is a core member of the High Touch Services Managed Events technical production team who operates and manages highly specialized technology-differentiated conference and collaboration facilities and virtual Events. Service offerings encompass live meeting/event Operation support and Coordination of regional resources. You will work directly with advanced audiovisual systems, audio/video/web conferencing, live streaming media, and post-production needs. The Expertise we’re looking for <ul> <li>Bachelor’s degree or equivalent experience</li> <li>Strong event support background with at least 3-5 years of experience</li> <li>LIVE production experience</li> <li>Strong communication skills</li> </ul> The Purpose of Your Role As an Operator – Events, you will work directly with a Managed Event Producer, Event planners and Communications teams to manage the technical needs, expectations and ultimately lead the LIVE Operation of a Managed Event. The primary role will be the Operation of Events with a secondary role based on the candidate’s deepest experience they bring to the group. The Skills You Bring Skills: <ul> <li>Your LIVE event management skills.</li> <li>Your strong coordination skills across many partners.</li> <li>Your possession of good working knowledge of desktop and IT systems, PC and Mac hardware, Windows OS and MS applications, iOS, technical trouble shooting and issue resolution.</li> <li>Your interest in fostering innovation</li> <li>Your proven ability to improve support processes and customer experience.</li> <li>Your customer focus and dedication to customer satisfaction.</li> <li>Your excellent written and verbal communication skills.</li> <li>Your ability to identify opportunities for continuous improvement</li> </ul> The Value You Deliver The Event Operator is expected to help us continue to provide world-class technology differentiated support to our client facing businesses and our top level executive leadership. The Managed Events team consists of a small, close team of individuals who all bring their own unique expertise to the firm. This group leads innovative technology pilots as part of the support model and is expected to look forward to bring continuous improvements to our systems as well as showcase new technologies that may have interest to the business. How Your Work Impacts the Organization End User Collaboration and Productivity provides worldwide technology and support to Fidelity’s associates. We are an integral partner enabling the firm to deliver innovative, scalable, industry-leading investment tools that enable our associates to achieve a competitive advantage globally. 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 Investments is an equal opportunity employer.

<h3>Advisor Experience Specialist</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Advisor Experience Specialist to work in Fidelity’s Charitable group in Westlake, TX or Salt Lake City, UT! <h3>The hourly pay rate for this position is $22/hr.</h3> Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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 Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on. The work shift for this role is 9:30 AM - 6:00 PM MST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested) <h3>The Expertise We’re Looking For</h3> <ul> <li>Bachelor’s degree preferred</li> <li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li> <li>2-3 years Customer Service, Sales, Service Operations or UHNW background</li> </ul> <h3>The Role</h3> The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable. <h3>The Skills You Bring</h3> <ul> <li>Your proficient verbal and written communication skills required</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 able to proficiently multi-task in a Windows based environment</li> <li>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.</li> <li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available.</li> </ul> <h3>The Value You Deliver</h3> <ul> <li>Providing outstanding customer service via phones and email communication</li> <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>Coordinate with management to implement expedited delivery requests</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner</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 Compliance, Program, Legal, Risk, and Deliveries</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> <li>Effectively case manage advisor relationships through intensified situations while working across Fidelity cross functionally when applicable</li> </ul> Note: Fidelity is not providing immigration sponsorship for this position <h3>How Your Work Impacts the Organization</h3>

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