Description
Money Movement Specialist
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! Fidelity Charitable is looking for top notch customer service professionals to work on the Money Movement portion, part of the Operations Team, in Westlake, Texas, or Salt Lake City. As a Money Movement Specialist, you will be primarily responsible for facilitating money movement for advisor managed accounts.
The hourly pay rate for this position is $22 per hour.
The Expertise We’re Looking For:
- Bachelor’s degree
- 2-3 years Financial Service or Operations experience is desired
The Purpose of Your Role
The Money Movement Specialist works closely with advisors involved in the Charitable Investment Advisor Program (CIAP). The representative will communicate with advisors regarding money movement requests, as well as processing these requests. The position requires an individual with excellent customer service skills, an understanding of service operations, and the ability to manage priorities well.
Your primary responsibility is to provide timely and high-quality money movement processing to donors and advisors in CIAP. 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 philanthropy goals. You get to be a part of that!
The Skills You Bring
- High sense of urgency and understand when to bring up issues
- Strong and effective written communication skills required
- Problem solving skills with excellent follow through
- Strong organizational skills, planning, and time management
- Flexible with overtime as requested (especially December – Giving Season)
The Value You Deliver
- Timely processing with a high degree of Quality
- Collaborating with internal Charitable business partners to fulfill special handling requests
- Employing good sound judgment in decision making or problem resolution
- Delivering great customer service with each interaction to strengthen advisor experience
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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising
