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Clinical Research Specialist, Senior
Duke Careers
Durham, NC
The Hematologic Malignancies and Cellular Therapies (HMCT) Clinical Research Program within the Duke Cancer Institute’s Oncology Clinical Research Unit (CRU) is seeking a Clinical Research…
Added 1 min ago
Warehouse Associate
Agilix Solutions
Memphis, TN
Agilix Solutions is seeking a Warehouse Associate for our Memphis, TN branch. Responsibilities include order verification and picking customer orders via a bar-coding system with a high…
Added 1 min ago
Commercial Refrigeration Technician
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Seattle, WA
Provide input to supervisor and management towards maintenance Best Practices.
Added 1 min ago
GROCERY/ASST DEPT LEADER
The Kroger Co.
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management, and training and scheduling associates so that customers are consistently provided with prompt
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LS
Temporary Memory Care Director with The Residence at Penniman Hill
LCB Senior Living
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- $65,000 to $75,000 USD / year
The Reflections Director is responsible for the efficient operations and the overall management and direction of the day-to-day functions of the Reflections Program. This includes providing…
Added 2 mins ago
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Seasonal Store Sales Associate, Levi's®, Arden Fair, Sacramento, CA
Sacramento, CA
- $12 to $19.95 USD / hour
We are looking for an engaging seasonal sales associate to support during our busy holiday period. Reporting to the Store Manager and working with a dynamic store team during holiday, you…
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FAC ENG/ENERGY TECH 1
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PHARMACY/TECHNICIAN
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…code regulations; identify unsafe conditions and notify store…
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Physician Assistant
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Commercial Refrigeration Technician
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Provide input to supervisor and management towards maintenance best practices.
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IL
BHD Cycle Counter Wed-Sat-7:00am-5:30pm
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- $23 USD / hour
…training; or equivalent combination of education and experience. Associate degree (A. A.) or equivalent from two-year college or technical school is…
Added 2 mins ago
IL
FHN-Sun-Wed Night- Cycle Counter-7:00pm-5:30am
ID Logistics
Frackville, PA
- $23 USD / hour
…training; or equivalent combination of education and experience. Associate degree (A. A.) or equivalent from two-year college or technical school is…
Added 2 mins ago
D
Quality Technician I
DPDHL
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- $22.55 USD / hour
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Nurse Practitioner
The Kroger Co.
Bowling Green, OH
Collaborate with the regional management in participating in a community event to promote TLC to generate increased utilization of the clinic
Added 2 mins ago
D
Quality Technician I
DPDHL
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- $22.55 USD / hour
-MUST have experience using Blue Yonder WMS (warehouse management system) software.
Added 2 mins ago
D
Quality Technician I
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Waddell, AZ
- $22.55 USD / hour
-MUST have experience using Blue Yonder WMS (warehouse management system) software.
Added 2 mins ago
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Implementation Specialist, CMMC
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- $100,000 to $125,000 USD / year
…authentication, role-based access, and Privileged Identity Management. Administer Windows Server, Active Directory Domain Services, Group Policy, DNS, and hybrid identity synchronization;…
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Event Sales Representative
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Adds door-to-door outreach, neighborhood sweeps, cold calling, strategic-program support, and formal follow-up
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Quality Programs Data Specialist
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Actively communicate with quality team members to identify and resolve problems related to data management and overall program success in network and practice-level initiatives.
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Case Manager-Transitional Housing
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Home Infusion Nurse
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A Bachelor of Science in nursing, an associate degree in nursing, or have graduated from an accredited and approved nursing program
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Learning Center Post-Baccalaureate Fellow
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- $15 to $17.79 USD / hour
…written communication and displays strong organizational, time management, and interpersonal skills. The position requires working independently and with minimal…
Added 4 mins ago
STORE MANAGER - V
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2) To successfully complete the Management Training Program.
Added 4 mins ago
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Systems Administrator - Intermediate
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Added 4 mins ago
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman Group
Boston, MA · Washington, DC · New York, NY · Houston, TX · Chicago, IL · Dallas, TX
Marketing effectiveness: marketing ROI, loyalty program design, customer value management / “ADR”, test and-learn platform, propensity modelling, and digital campaign optimization

National Charitable Services LLC

Client Service Manager II

Westlake, TX, United States

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Job details

Education: Bachelor’s degree
Experience: Bachelor’s degree required with at least 5 years of relevant work experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services to the largest donor advised fund in the world, Fidelity Charitable. Service Delivery and Operations supports money movement, client interactions as well as various oversight functions that enables our donors, advisors and non profit organizations accomplish their goals.

As part of operations, our job is to ensure that all the grants, contributions and money movement transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique! Every day we have thousands of interactions with our donors/advisors and non profit organizations. Operations is suited for those that enjoy having a regular, daily routine – but fair warning – it does get strained during our end of year busiest time – giving season.

The Operations Manager role is responsible for establishing, implementing, and executing on day-to-day operations of our beneficiary gift process. This role is key to our success in Service Delivery Operations, ensuring our controls are executed flawlessly each day. This role will train, coach and mentor the associates on the team, growing them to full contributors and preparing them for a future across Fidelity. Our goal is for associates to work on the team for up to 2-3 years and achieve a promotion before transitioning to another department.

The Expertise and Skills You Bring

Expertise in estate or beneficiary distributions or related processes.
Bachelor’s degree required with at least 5 years of relevant work experience.
Knowledge of the financial services and/or non-profit industry, specifically as it relates to estate or beneficiary processing.
Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.
Effective verbal/written communication skills to influence, build consensus and integrate complex information;
Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.
Ability to own/improve business partner relationships and engage with vendors in a professional manner.
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
Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands
Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.
Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.

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.

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 Employee's Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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. 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:

Client ServicePlease 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.

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Skills

Business model
Risk management
Regulatory compliance
Communication skills
Lead others
Adaptability
Process improvement
Workflow
Securities

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