Operations Specialist

Fidelity Management & Research Company; Westlake (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Fidelity TalentSource is seeking an NPO Outreach Specialist in Westlake, TX to support Fidelity Charitable’s grant recipient nonprofits. You will research charity contacts, validate nonprofit data, and enroll organizations into the EFT program with accuracy and timeliness.

The role requires strong communication, detail-orientation, and the ability to manage multiple priorities in a fast-paced team, potentially offering tiered support for charities and plan administrators.

Qualifications

• Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience.
• Strong and effective verbal and written communication skills.
• Demonstrates attention to detail, with good follow-through.
• Strong interpersonal, planning, multi-tasking, and time leadership skills.
• Demonstrates strong problem-solving skills.
• Ability to work under pressure and within tight deadlines.
• Demonstrates ability to identify and mitigate potential areas of risk.
• Technical proficiency; ability to meet overtime commitments.
• Ability to understand Fidelity systems such as XTRAC, RepApp, Genesys.
• Proficiency with Microsoft Office applications required.
• Work hours are M-F 8:30 a.m. - 5:00 p.m. CT, with extended hours as needed.

Responsibilities

• Research and outreach to key charity contacts, validating nonprofit information.
• Process enrollments into Fidelity’s EFT program with accuracy and speed.
• Support nonprofits with enrollment and EFT related inquiries.
• Provide tier 1/2 support for charities and plan administrators when needed.

Skills

Communication skills

Attention to detail

Planning & multi-tasking

Problem solving

Technical proficiency

Microsoft Office

Education

Bachelor's degree

Tools

XTRAC

RepApp

Genesys

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 Westlake, TX!

The Role

The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits.

As a member of Fidelity Charitable’s Operations team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population.

The Expertise and Skills You Bring

• Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience
• Strong and effective verbal and written communication skills
• Demonstrates attention to detail, with good follow-through
• Strong interpersonal, planning, multi-tasking, and time leadership skills
• Demonstrates strong problem-solving skills
• Ability to work under pressure and within tight deadlines
• Demonstrates ability to identify and mitigate potential areas of risk
• Technical proficiency
• Ability to meet overtime commitments
• Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys
• Proficiency with Microsoft Office applications required
• Work hours are M-F 8:30 a.m. - 5:00 p.m. CT, with extended hours as needed

The Team

The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is essential to moving the organization and our grantmaking to digital payment methods.

Fidelity Charitable (www.fidelitycharitable.org), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations.

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.