Job Description

Quality Specialist

The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. The Quality Specialist will support Service Delivery in its mission to improve processes, measure capability, and drive performance.

The Expertise We’re Looking For

• Bachelor’s degree or equivalent experience in a related field

• 1-2 years of work experience, including demonstrated success working in a fast-paced environment

• Financial Services experience preferred

• Experience within the quality discipline

• Understanding of analytical tools for process improvement; Six Sigma and Lean

The Purpose of Your Role

In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring.

The Skills You Bring

• Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience.

• Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands.

• Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions.

• Your attention to detail and inquisitive nature will be key in helping you problem solve.

The Value You Deliver

• Review transactions and work items to determine accuracy. Must code and concisely capture the details regarding the review to enable trending and further analysis.

• Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan.

• Perform testing of samples using the appropriate business rules to ensure completion and accuracy.

• Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements.

• Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities.

• Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work.

• Provide feedback as directed to assist with root cause identification.

• Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points.

• Share new insights or realized trends with analysts and peers.

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. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Quality

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.