Senior Elite Advisor Experience Specialist

Fidelity Investments; Westlake (TX); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Fidelity Charitable Gift Fund is seeking an Advisor Experience Senior Specialist to support professional financial advisors and ultra-high-net-worth donors. You will be the primary contact for service-related activities, handling calls and emails with a focus on problem solving and timely resolution.

As part of the Premium Service group, you’ll optimize the client experience, coordinate with internal partners (Compliance, Legal, Risk, Deliveries), and manage escalations across Fidelity

Formación

• Bachelor’s degree required.
• 3-5 years in Customer Service, Sales, Service Operations or UHNW background.
• Experience in financial services industry, brokerage or investments preferred.
• Ability to maintain relationships and promote Fidelity Charitable’s digital capabilities.
• High sense of urgency and ability to set expectations; resolve escalated situations.
• Strong verbal and written communication skills.
• Problem solving with end-to-end transaction management.
• Attention to detail and strong organizational skills.
• Knowledge of Fidelity systems is a plus.

Responsabilidades

• Provide outstanding customer service via phones and email.
• Coordinate with internal Charitable business partners to fulfill special handling requests.
• Respond to advisor and high-net-worth donor inquiries with sound judgment.
• Manage escalated situations across Fidelity Charitable with cross-functional collaboration.
• Identify process improvements to increase efficiency and mitigate risk.

Conocimientos

Customer service

Communication skills

Problem solving

Project management

Relationship building

Time management

Attention to detail

Overtime flexibility

Urgency and expectation setting

Educación

Bachelor’s degree

Herramientas

FBSI

XTRAC

Excel

PowerPoint

Tableau

Descripción del empleo

Fidelity Charitable Gift Fund is seeking an Advisor Experience Senior Specialist to support professional financial advisors and ultra-high-net-worth donors. You will be the primary contact for service-related activities, handling calls and emails with a focus on problem solving and timely resolution.

As part of the Premium Service group, you’ll optimize the client experience, coordinate with internal partners (Compliance, Legal, Risk, Deliveries), and manage escalations across Fidelity