Grants Senior Analyst - III

Fidelity Investments Inc.; Durham (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Charitable in Durham, North Carolina, is seeking a Senior Operations Specialist to join the Premium Services Team. You will be responsible for timely and accurate processing and researching of grants recommendations for High Net Worth donors.

The CMR will process standard and non-standard grant requests, meet program SLA's, assist with monitoring the Grant Team Inbox, prioritize expedited requests without sacrificing quality, produce adhoc grant reporting, run scripts for bulk grant

Qualifications

• , bachelor's degree required; 2-3 years financial sales or service, major/principal gifts, or UHNW background; strong communication; attention to detail; able to manage priorities and deadlines; risk awareness; knowledge of Fidelity systems is a plus

Responsibilities

• Process and research grants recommendations for High Net Worth donors
• Meet program SLA's and monitor the Grant Team Inbox
• Prioritize expedited requests without sacrificing quality
• Produce adhoc grant reporting; run scripts for bulk grant requests
• Communicate status updates to PDG Service; provide guidance and education to teammates

Skills

UHNW donor experience

Grant processing

Verbal & written communication

Attention to detail

Organizational & time management

Problem solving

Ability to work under pressure

Risk identification & mitigation

Education

Bachelor's degree

Tools

XTRAC

RepApp

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Premium Operations, Senior Operations Specialist (Grants)

Fidelity Charitable is looking for top notch customer service professionals to work on the Premium Services team Durham, North Carolina. As a Senior Operations Specialist, you will be a primary point of contact for our Premium Services Team.

The Expertise we're Looking For:

• Bachelor's degree
• 2-3 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required
• Strong and effective verbal and written communication skills
• Demonstrated attention to detail, with good follow-through
• Strong organizational, planning, multi-tasking, time management skills
• Demonstrated problem solving skills
• Ability to work under pressure and within tight deadlines
• Demonstrated ability to identify and mitigate potential areas of risk
• Working knowledge of Fidelity systems (XTRAC, RepApp), a plus

The Purpose of Your Role

The Senior Operations Specialist is a member of the Service Delivery Client Services team, specifically with the Premium Services Team, working closely with Premium Service. You will primarily be responsible for the timely and accurate processing and researching of grants recommendations for High Net Worth donors. The CMR will process standard and non-standard grant requests, meet program SLA's, assist with monitoring the Grant Team Inbox, prioritize expedited requests without sacrificing quality, produce adhoc grant reporting, run scripts for bulk grant requests, and proactively communicate status updates to PDG Service. As a member of FC's Service Delivery team, the CMR will be part of a highly motivated, fast-paced team, must have a strong understanding of service operations, and must be able to manage priorities well. The CMR will provide guidance and education and ensures Fidelity Charitable is surpassing all of the UHNW Donors' needs.

You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!

The Skills You Bring

• You have a high sense of urgency and understand when to elevate
• Your strong and effective verbal and written communication skills