Senior Implementation Specialist
About The Position
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 management process. Note: Fidelity is not providing immigration sponsorship for this position Conducting research and resolving a variety of account maintenance items in a timely manner Reviewing incoming paperwork for completeness, as well as errors or missing information Engaging with advisors using written techniques to understand the scope of their request, capture relevant information, and identify a solution if necessary Serving as point of contact for questions and client issues Meeting and maintaining minimum productivity level requirements and process work in a timely and accurate manner ensuring the consistent delivery of quality Managing and executing multiple priorities Corresponding with Advisor in a timely and efficient manner 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!
Requirements
- Bachelor’s degree
- 3 years Financial Services or Operations experience is desired
- prior Implementation/Account management 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, and 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).
Responsibilities
- Conducting research and resolving a variety of account maintenance items in a timely manner
- Reviewing incoming paperwork for completeness, as well as errors or missing information
- Engaging with advisors using written techniques to understand the scope of their request, capture relevant information, and identify a solution if necessary
- Serving as point of contact for questions and client issues
- Meeting and maintaining minimum productivity level requirements and process work in a timely and accurate manner ensuring the consistent delivery of quality
- Managing and executing multiple priorities
- Corresponding with Advisor in a timely and efficient manner
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
