Client Experience Associate

Bachelor’s degree preferred

Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment preferred

2-3 years Customer Service, Sales, Service Operations or UHNW background preferred

Providing outstanding customer service via phones and email communication

Collaborating with internal Charitable business partners to fulfill special handling

Employing good sound judgment in decision making or problem resolution

Coordinate with management to implement expedited delivery requests

Ensure daily work meets accuracy standards and is completed in a timely manner

Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization

Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries