field_remote_option

field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

<h4>Description</h4> Fidelity TalentSource is hiring an Operations Associate to work at Fidelity in Westlake TX or Salt Lake City, UT. 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. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise we’re Looking For: <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> The Purpose of Your Role 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. The Skills 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 Value 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> 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 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

Fidelity TalentSource

Operations Associate

<h4>Description</h4>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX!<h4>The Role</h4>The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls<h4>The Expertise and Skills You Bring</h4><ul><li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul><h4>The Team</h4>The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.<h4>COVID Work Policy</h4>Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.<h4>Dynamic Working – Post Pandemic</h4>Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Brokerage Operations Representative

Fidelity TalentSource is hiring an Operations Associate to work at Fidelity in Westlake TX or Salt Lake City, UT. 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. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise we’re Looking For: <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> The Purpose of Your Role 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. The Skills 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 Value 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> 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 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

3 Procurement / Operations Jobs in Utah