Philanthropy Client Services Manager II

Fidelity Investments Inc.; Texas; On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX seeks a Client Service Manager II to oversee day-to-day operations of the beneficiary gift process within National Charitable Services.

You will lead a team handling donor and advisor interactions, ensuring accurate processing of grants and distributions, and uphold strong internal controls during peak periods. The role emphasizes coaching and developing associates, building cross-functional relationships with vendors, and delivering timely metrics and

Qualifications

• Experience in estate or beneficiary distributions and related processes.
• Bachelor’s degree required with at least 5 years of relevant work experience.
• Knowledge of the financial services and/or nonprofit industry related to estate processing.
• Strong verbal and written communication to influence and build consensus.
• Interest in coaching, mentoring, and developing associates.

Responsibilities

• Lead day-to-day operations of the beneficiary gift process.
• Coach, mentor, and develop team associates toward promotions.
• Design and generate KPI reports; monitor workflow and productivity.
• Ensure controls are executed flawlessly and handle escalations.
• Maintain strong partner relationships with donors, advisors, and nonprofits.

Skills

Estate distributions

Beneficiary processing

Risk management

Compliance

Marketing

Operations

Communication

Leadership

Coaching

Vendor management

Education

Bachelor’s degree

Job description

Fidelity Investments Inc. in Westlake, TX seeks a Client Service Manager II to oversee day-to-day operations of the beneficiary gift process within National Charitable Services.

You will lead a team handling donor and advisor interactions, ensuring accurate processing of grants and distributions, and uphold strong internal controls during peak periods. The role emphasizes coaching and developing associates, building cross-functional relationships with vendors, and delivering timely metrics and