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 an entry level opportunity that springboards into 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.

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 systemsexperience 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.

Soar – Client Service Program

Fidelity Investments

Job Description:

Certifications:

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