Senior Implementation Specialist na Fmr

Job Description:

Senior Implementation Specialist

The Role

The primary mission of the Investment Operations team is helping people, help people. We are looking for a Senior Implementation Specialist who is passionate about helping associates thrive and crafting powerful experiences for our clients to meet their philanthropic goals. Your primary responsibility is to provide high-quality, high-touch service to both CIAP and non-CIAP advisors and serve as their primary point of contact throughout the account opening process.

• Set up new accounts and create work items for additional processing of non-supported accounts
• Review incoming paperwork for completeness, as well as errors or missing information
• Engage with advisors using both written and verbal conversational techniques to understand the scope of their request, capture relevant information, and identify a solution if necessary.
• Routinely correspond with Advisor in a timely and efficient manner
• Collaborate with Advisors to provide guidance, education, and support
• Meticulous attention to detail will be key to success in this role.

It is 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!

Note: Fidelity is not providing immigration sponsorship for this position

The Expertise and Skills You Bring

• Bachelor’s degree
• 3+ years Financial Services or Operations experience is desired, prior Implementation/Account Opening experience is helpful
• You have a high sense of urgency and understand when to escalate.
• Your strong and effective verbal and written communication skills required.
• Your absolute best critical thinking skills with excellent follow through.
• Your strong attention to detail, organizational skills, & planning and time management.
• You are a collaborator with the ability to influence without authority.
• You are flexible with overtime as requested (especially December – Giving Season).
• Collaborating with internal Charitable business partners to fulfill special handling requests.
• Employing good sound judgment in decision making or problem resolution.
• Delivering a great customer experience with each interaction to help strengthen donor relationships.
• Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting, Charitable Investment Advisor Program, and Complex Assets.

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.

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Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.