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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate, Facilities &amp; Operations towork in Covington, KY. Join Fidelity Real Estate by playing a key role in the regional workspace experience. This role reports to the Manager, Facilities &amp; Operations, in this role you will focus on hospitality service execution and onsite service delivery and ensuring a magnetic and vibrant workday for all Fidelity associates Real Estate Company objectives. You will be an ambassador of the company with a hospitality mindset and responsible for meeting our global service promise standards and programs. The role is also responsible for delivering on strategy while providing, cross-functional support for the broader workspace experience team (Facilities, Amenities, Security, On-Site Tech Support, Associate Experience) to ensure the successful execution of business priorities across the region. Lastly, this position will focus on the execution and compliance of our experience and service standards within their assigned campus or office. Success in this role will result in the execution of our Fidelity Real Estate Company standards, achieving targets on experience satisfaction, and contributing to the retention of our talent in the organization. The Team Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. Fidelity Real Estate runs more than 9 million square feet of space in the United States and overseas, including 13 North American and six international corporate sites, four critically important data centers and more than 200 retail investor centers. Our team is customer-centric; everything we do focuses on delivering solutions that meet the needs of Fidelity associates at all levels. The Expertise You Have <ul> <li>Undergraduate degree or relevant experience </li> <li>Proven ability in hospitality is required, with preferred experience in Cross-functional team management, Hospitality/Customer Service and Commercial Real Estate.</li> <li>Experience within the Financial Services industry is also valued.</li> <li>Physical requirements include walking through buildings and occasionally performing light-duty activity such as moving IT (Informational Technology) equipment.</li> <li>May need to work occasional extended hours (morning or evening) to support projects or activities.</li> </ul> The Skills You Bring <ul> <li>Excel with meeting new people and networking and have a compassionate, thoughtful, and respectful demeanor</li> <li>Have a consumer-first mentality with ability to identify and deliver against unmet needs</li> <li>Excellent communication and social skills and a proficiency to influence others and form relationships</li> <li>Exhibit confidence in communication</li> <li>Demonstrate integrity, dependability, responsibility, accountability, self-awareness, and work ethic</li> <li>Detail oriented with outstanding prioritization skills.</li> <li>Highly inspired with a can-do approach and ability to problem-solve through a collaborative, unselfish, and team-oriented approach</li> <li>You are proficient with Microsoft Office suite</li> </ul> The Value You Deliver <ul> <li>Ensure the local site is functioning to quality standards and making recommendations to Real Estate teams if repairs or updates are required.</li> <li>Identify and resolve issues with cleaning, IT, and conference room equipment.</li> <li>Know and be able to implement building safety plans.</li> <li>Support the execution of initiatives designed to create connections between associates, including real estate workspace experience events, communications, and building walk-throughs.</li> <li>Support the implementation of initiatives, processes, and strategy to further guest and associate experience.</li> <li>Validating execution of global experience standards and standard operating procedures</li> </ul> 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 Best Place to Work in 2023. 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. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 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 accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. Aptitude to deliver premium experiences when interacting with visitors, vendors, associates, and customers while assisting in the implementing/adherence of all company standards and policies Customer service orientation · Strong interpersonal skills · High energy, friendly, outgoing and confident personality · Ability to build and maintain relationships in a business setting · Detail oriented and ability to follow standard operating procedures · Proficient with standard computer applications and ability to learn specialized programs/applications, access control software familiarity a plus · Verbal Communication, Listening, Professionalism

Fidelity TalentSource

Associate, Facilities & Operations

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX. The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team. Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s 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! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements</li> <li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements</li> <li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays</li> <li>Maintain high-quality data entry and account setup within core systems</li> <li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met</li> <li>Share observations of potential process improvements to the account opening process and client experience with your manager</li> <li>Collaborating with internal Charitable business partners to fulfill special handling requests</li> <li>Escalate risk-related concerns and documentation issues promptly</li> <li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships</li> <li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals</li> </ul> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree</li> <li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management).</li> <li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy</li> <li>Strong ability to identify errors and inconsistencies in documentation and data inputs</li> <li>Excellent verbal and written communication skills to effectively interface with internal partners and clients</li> <li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills</li> <li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed</li> <li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards</li> <li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment</li> <li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions</li> <li>Flexible with overtime as requested (especially December – Giving Season)</li> </ul> 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.

Account Opening Specialist

Client Service Representative Quality Team Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> The Purpose of Your Role In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. The Skills You Bring Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. The Value You Deliver <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> 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. 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.

Client Service Representative

<h3>Financial Services Associate - Testing and Reporting Services (TRS)</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX. *** This is a true 3 month contract that starts in December 1st*** *** Hybrid schedule - but will be in office entirety for December for training *** The Role The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred. </li><li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions. </li><li>Personal computer proficiency required: Windows Office and web-based applications experience preferred. </li><li>Outstanding organization, multi-tasking and time management skills </li><li>Detail, process and goal-oriented </li><li>Phenomenal client communication skills, especially by phone </li><li>Strong computer skills with an emphasis on Microsoft Excel </li><li>General knowledge of 401k industry a plus but not required </li></ul> <h3>Dynamic Working</h3> 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.

4 Customer Service / Client Services Jobs