Operations Specialist

Fidelity Management & Research Company; Durham (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity TalentSource is seeking an Account Opening Specialist to join Fidelity Charitable in Durham, NC. You will process new account openings, review documents for completeness, and ensure regulatory compliance while delivering high-quality service to CIAP advisors.

The role requires 2+ years in account opening or client onboarding within financial services, strong communication, data accuracy, and experience with Salesforce, Wealthscape, and MS Office.

Qualifications

• Bachelor’s degree required.
• 2+ years in account opening or client onboarding within financial services.
• Demonstrated ability to deliver high-quality client experiences with urgency and accuracy.
• Strong verbal and written communication to interface with partners and clients.
• Experience with Salesforce, Wealthscape, and MS Office tools.
• Ability to multitask and meet SLAs in a deadline-driven environment.

Responsibilities

• Accurately process new account openings per internal policies and regulatory standards.
• Review client-submitted documentation for completeness and accuracy.
• Communicate with clients and internal teams to resolve delays or discrepancies.
• Maintain high-quality data entry and account setup in core systems.
• Track account opening progress and ensure SLAs are met using workflow tools.
• Suggest operational improvements to the process and client experience.
• Collaborate with internal Charitable partners to fulfill special handling requests.
• Raise risk-related concerns and documentation issues promptly.
• Deliver excellent customer service to strengthen donor/advisor relationships.
• Participate in team meetings, training, and cross-functional initiatives.

Skills

Account opening

Client onboarding

Operations

Communication

Attention to detail

Education

Bachelor’s degree

Tools

Salesforce

Wealthscape

MS Excel

MS Office

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Operations Specialist to work in Durham, NC

The mission of the Investment Operations team is helping people, help people. We are seeking a meticulous and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are crucial as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a phenomenal opportunity for someone who is passionate about delivering exceptional client service and contributing to a successful team.

Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, collect relevant information, and identify a solution when necessary. It’s 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!

• Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements
• Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements
• Communicate optimally with clients and internal teams to resolve account opening discrepancies or delays
• Maintain high-quality data entry and account setup within core systems
• Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met
• Share observations of potential operational improvements to the account opening process and client experience with your manager
• Collaborating with internal Charitable business partners to fulfill special handling requests
• Bring up risk-related concerns and documentation issues promptly
• Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships
• Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals

The Expertise and Skills We are Looking For:

• Bachelor’s degree
• 2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management).
• Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy
• Strong ability to identify errors and inconsistencies in documentation and data inputs
• Excellent verbal and written communication skills to effectively interface with internal partners and clients
• Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills
• Ability to independently troubleshoot issues, think critically, and elevate appropriately when needed
• Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards
• Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment
• Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions
• Flexible with overtime as requested (especially December – Giving Season)

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.

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 [e-mail] if you would like to request an accommodation.