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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate, Facilities &amp; Operations towork in Covington, KY. Join Fidelity Real Estate by playing a key role in the regional workspace experience. This role reports to the Manager, Facilities &amp; Operations, in this role you will focus on hospitality service execution and onsite service delivery and ensuring a magnetic and vibrant workday for all Fidelity associates Real Estate Company objectives. You will be an ambassador of the company with a hospitality mindset and responsible for meeting our global service promise standards and programs. The role is also responsible for delivering on strategy while providing, cross-functional support for the broader workspace experience team (Facilities, Amenities, Security, On-Site Tech Support, Associate Experience) to ensure the successful execution of business priorities across the region. Lastly, this position will focus on the execution and compliance of our experience and service standards within their assigned campus or office. Success in this role will result in the execution of our Fidelity Real Estate Company standards, achieving targets on experience satisfaction, and contributing to the retention of our talent in the organization. The Team Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. Fidelity Real Estate runs more than 9 million square feet of space in the United States and overseas, including 13 North American and six international corporate sites, four critically important data centers and more than 200 retail investor centers. Our team is customer-centric; everything we do focuses on delivering solutions that meet the needs of Fidelity associates at all levels. The Expertise You Have <ul> <li>Undergraduate degree or relevant experience </li> <li>Proven ability in hospitality is required, with preferred experience in Cross-functional team management, Hospitality/Customer Service and Commercial Real Estate.</li> <li>Experience within the Financial Services industry is also valued.</li> <li>Physical requirements include walking through buildings and occasionally performing light-duty activity such as moving IT (Informational Technology) equipment.</li> <li>May need to work occasional extended hours (morning or evening) to support projects or activities.</li> </ul> The Skills You Bring <ul> <li>Excel with meeting new people and networking and have a compassionate, thoughtful, and respectful demeanor</li> <li>Have a consumer-first mentality with ability to identify and deliver against unmet needs</li> <li>Excellent communication and social skills and a proficiency to influence others and form relationships</li> <li>Exhibit confidence in communication</li> <li>Demonstrate integrity, dependability, responsibility, accountability, self-awareness, and work ethic</li> <li>Detail oriented with outstanding prioritization skills.</li> <li>Highly inspired with a can-do approach and ability to problem-solve through a collaborative, unselfish, and team-oriented approach</li> <li>You are proficient with Microsoft Office suite</li> </ul> The Value You Deliver <ul> <li>Ensure the local site is functioning to quality standards and making recommendations to Real Estate teams if repairs or updates are required.</li> <li>Identify and resolve issues with cleaning, IT, and conference room equipment.</li> <li>Know and be able to implement building safety plans.</li> <li>Support the execution of initiatives designed to create connections between associates, including real estate workspace experience events, communications, and building walk-throughs.</li> <li>Support the implementation of initiatives, processes, and strategy to further guest and associate experience.</li> <li>Validating execution of global experience standards and standard operating procedures</li> </ul> Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. Aptitude to deliver premium experiences when interacting with visitors, vendors, associates, and customers while assisting in the implementing/adherence of all company standards and policies Customer service orientation · Strong interpersonal skills · High energy, friendly, outgoing and confident personality · Ability to build and maintain relationships in a business setting · Detail oriented and ability to follow standard operating procedures · Proficient with standard computer applications and ability to learn specialized programs/applications, access control software familiarity a plus · Verbal Communication, Listening, Professionalism

Fidelity TalentSource

Associate, Facilities & Operations

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul> How Your Work Impacts the Organization 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.

Client Experience Specialist

<h3>Financial Services Associate - Testing and Reporting Services (TRS)</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX. *** This is a true 3 month contract that starts in December 1st*** *** Hybrid schedule - but will be in office entirety for December for training *** The Role The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred. </li><li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions. </li><li>Personal computer proficiency required: Windows Office and web-based applications experience preferred. </li><li>Outstanding organization, multi-tasking and time management skills </li><li>Detail, process and goal-oriented </li><li>Phenomenal client communication skills, especially by phone </li><li>Strong computer skills with an emphasis on Microsoft Excel </li><li>General knowledge of 401k industry a plus but not required </li></ul> <h3>Dynamic Working</h3> 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 all business days of every other week in a Fidelity office.

4 Customer Service / Client Services Full Time Jobs