SOAR - Client Service Program Westlake TX
SOAR - Client Service Program Westlake TX
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
Fidelity Charitable helps donors maximize their generosity through our donoradvised fund. We are the nations top maker of grants to nonprofit organizations distributing $14.9 billion to charities in 2024.
Our SOAR associate program is a springboard to an amazing customer service career where you can help make a difference! In the SOAR associate role you will be part of our fun and fastpaced team. You will learn about our business and customers with opportunities to interact with external customers and nonprofits as well as experience our internal operational and investments work. You will also learn about Fidelitys other available customer service career opportunities for you to consider once you complete the SOAR program.
The Expertise and Skills You Bring
Strong and effective verbal and written communication skills able to have presence in the conversation
Demonstrated attention to detail with good followthrough
Strong organizational planning multitasking and time management skills
Highly motivated with a strong competitive drive
Demonstrated problem solving skills
Ability to work under pressure and within tight deadlines
Demonstrated ability to identify and mitigate potential areas of risk
Proficiency with Microsoft Office/multiple systems experience preferred
Adaptable/quick learner
Ability to deliver a great customer experience with each interaction
Passion for learning and growth
Responsibilities
Creating a superior customer experience and responding to inquiries from Fidelity Charitable Donors Advisors and NonProfits
Conducting research developing and maintaining customer relationships and delivering timely problem resolution
Facilitating timely accurate and efficient backoffice financial transactions as needed processing account inquiries and service actions and ensuring that daily work meets accuracy standards
Interacting with other internal Charitable business units as needed
The Team
The Fidelity Charitable Gift Fund (Fidelity Charitable) is a public charity that sponsors the largest national donoradvised fund program. Since 1991 Fidelity Charitable has introduced tens of thousands of donors to the benefits and increased charitable impact of using a donoradvised 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.
Certifications:
Category:
Customer Service Rotational ProgramsFidelitys 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 MF) in a Fidelity office.
Employment Type
Full-Time
