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SOAR - Client Service Program (Durham, NC)

AT Fidelity Investments
Fidelity Investments

SOAR - Client Service Program (Durham, NC)

Durham, NC

Job Description:

Fidelity Charitable helps donors maximize their generosity through our donor-advised fund. We are the nation's top maker of grants to nonprofit organizations, distributing $14.9 billion to charities in 2024.

Our SOAR associate program is a springboard to an amazing customer service career where you can help make a difference! In the SOAR associate role, you will be part of our fun and fast-paced team. You will learn about our business and customers, with opportunities to interact with external customers and nonprofits, as well as experience our internal operational and investments work. You will also learn about Fidelity's other available customer service career opportunities for you to consider once you complete the SOAR program.

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The Expertise and Skills You Bring

  • Strong and effective verbal and written communication skills, able to have presence in the conversation


  • Demonstrated attention to detail, with good follow-through


  • Strong organizational, planning, multi-tasking, and time management skills


  • Highly motivated with a strong competitive drive


  • Demonstrated problem solving skills


  • Ability to work under pressure and within tight deadlines


  • Demonstrated ability to identify and mitigate potential areas of risk


  • Proficiency with Microsoft Office/multiple systems experience preferred


  • Adaptable/quick learner


  • Ability to deliver a great customer experience with each interaction


  • Passion for learning and growth

Responsibilities

  • Creating a superior customer experience and responding to inquiries from Fidelity Charitable Donors, Advisors and Non-Profits


  • Conducting research, developing, and maintaining customer relationships, and delivering timely problem resolution


  • Facilitating timely, accurate and efficient back-office financial transactions as needed, processing account inquiries and service actions, and ensuring that daily work meets accuracy standards


  • Interacting with other internal Charitable business units as needed

The Team

The Fidelity Charitable Gift Fund ("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.

Certifications:

Category:

Customer Service, Rotational Programs
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Durham, NC, USA
Job ID: Fidelity-2108545
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.