Soar – Client Service Program
| Company | Fidelity Investments |
|---|---|
| Location | Westlake, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad |
Requirements
- Strong and effective verbal and written communication skills, able to have presence in the conversation
- Demonstrated attention to detail, with good follow-through
- Strong organizational, planning, multi-tasking, and time management skills
- Highly motivated with a strong competitive drive
- Demonstrated problem solving skills
- Ability to work under pressure and within tight deadlines
- Demonstrated ability to identify and mitigate potential areas of risk
- Proficiency with Microsoft Office/multiple systems experience preferred
- Adaptable/quick learner
- Ability to deliver a great customer experience with each interaction
- Passion for learning and growth
Responsibilities
- Creating a superior customer experience and responding to inquiries from Fidelity Charitable Donors, Advisors and Non-Profits
- Conducting research, developing, and maintaining customer relationships, and delivering timely problem resolution
- Facilitating timely, accurate and efficient back-office financial transactions as needed, processing account inquiries and service actions, and ensuring that daily work meets accuracy standards
- Interacting with other internal Charitable business units as needed
Preferred Qualifications
- Proficiency with Microsoft Office/multiple systems experience preferred