NPO Outreach Specialist

Fidelity Talent Source is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a NPO Outreach Specialist to work in Westlake, TX!

The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT).

Outreach may include cold-calling, emails, and support to targeted nonprofits.

As a member of Fidelity Charitable’s Operations team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage multiple priorities . This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population.

• Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience
• Strong and effective verbal and written communication skills
• Demonstrates attention to detail, with good follow-through
• Strong interpersonal, planning, multi-tasking, and time leadership skills
• Demonstrates strong problem-solving skills
• Ability to work under pressure and within tight deadlines
• Demonstrates ability to identify and mitigate potential areas of risk
• Technical proficiency
• Ability to meet overtime commitments
  
  Ability to understand and work in Fidelity systems such as XTRAC, Rep App, Genesys
• Proficiency with Microsoft Office applications required

Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed

The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is essential to moving the organization and our grantmaking to digital payment methods.

Fidelity Charitable ((Use the "Apply for this Job" box below).), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

For information about working at Fidelity, visit  Fidelity Investments is an equal opportunity employer. Fidelity will reasonably…