Description
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account Opening Specialist to work 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!
- Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements
- Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements
- Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays
- Maintain high-quality data entry and account setup within core systems
- Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met
- Share observations of potential process improvements to the account opening process and client experience with your manager
- Collaborating with internal Charitable business partners to fulfill special handling requests
- Escalate risk-related concerns and documentation issues promptly
- Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships
- Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals
The Expertise and Skills We are Looking For:
- Bachelor’s degree
- 2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management).
- Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy
- Strong ability to identify errors and inconsistencies in documentation and data inputs
- Excellent verbal and written communication skills to effectively interface with internal partners and clients
- Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills
- Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed
- Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards
- Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment
- Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions
- Flexible with overtime as requested (especially December – Giving Season)
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.
