Operations Associate, Westlake, Texas

Description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Operations Associate to work in Westlake, TX!

The Role

This position plays a significant role in the Giving Marketplace operations and customer support teams within Fidelity Charitable during Giving Season. If you are interested in supporting our donors and clients with their donations, matching gifts and payroll deductions to thousands of non-profit organizations, then you may be excellent for this position!

Some of your main responsibilities will be to handle and support our donors and clients in the growing areas of matching gift processing, payroll processing and support of money movement activities in our workplace giving product. You will work with and interface closely with the Non-Profit Outreach team as well as the Workplace Investing (WI) client support and service delivery teams. Activities would include money movement for donations, matching gifts, and payroll deductions; providing Tier 2 charity, and client and donor support. These activities help facilitate moving donated funds from our donors and clients to charities.

The Expertise and Skills you Bring

Associate or bachelor’s degree preferred, or equivalent work experience
Operational money movement processing, support and performance monitoring
Experience in internal request and customer service case management
Proven attention to operational process details and a strong, customer-centric focus
Strong organizational skills to balance multiple issues, respond to internal requests and perform regular processing responsibilities
Experience in process improvements
Good communication skills, both written and verbal

The Team

As a team member on a small but complementary team, we help facilitate employees of our clients to donate to their favorite charities and getting those donations to the charities is what we are all about. As part of our group, you will be:

Providing excellent operational support through multiple channels to our client services team, product team, non-profit organizations, and our clients
Providing insight and suggested improvements for end-user, non-profit and internal team use of the product to ensure and improve platform efficiency
Analyzing data that is sourced from internal and external sources for accuracy and quality
Actively processing and assisting in the reconciliation of money movement transactions
Identifying, documenting and developing process improvements to the Team research processes and methods
Own other ad-hoc projects as assigned by the team manager or team lead

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company Overview

At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [email protected] if you would like to request an accommodation.