The Role
You will have a daily impact by assisting our end users with technical support inquiries and create or enhance CRM capabilities in Salesforce.com using system configuration, clicks not code. The experiences you create will be used by our client facing associates. You will have to deeply understand our clients, deeply understand our associates, and think strategically about enabling an amazing experience using Salesforce cloud ecosystem that enables our associates to meet our client’s needs.
The Expertise and Skills You Bring
Bachelors or equivalent.
Salesforce.com Administrator certification required.
Salesforce.com App Builder certification desired1.
Salesforce.com Advanced Administrator certification desired1.
1: If not held at start of role, additional certification(s) expected within 12 month increments per certification
2+ Years application support.
Strong Communication abilities
Active listening skills and excellent written and oral communications skills are critical for interactions with our users.
Strong Documentation skills are required to maintain our solution knowledge base and to share step-by step instructions with our users.
Ability to empathize with customers and convey confidence while paying attention to detail.
Organization and Prioritization
Ability to multi-task in a fast-paced environment.
Ability to prioritize work based on business impact and SLAs.
Achieve results while preserving relationships.
Technical Acumen
Ability to troubleshoot, capture logs, and debug Salesforce solutions leveraging configuration and code.
Ability to analyze trends and recommend improvements.
Expertise working with Microsoft Excel functions (e.g. VLOOKUP)
Experience with Salesforce.com or similar applications.
Ability to understand relational databases.
Experience with SQL.
The Team
Your work will support the client and associate experience for Fidelity’s Workplace Investing business. Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online and over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health & Welfare (HW) and Stock plan services (SPS).
Certifications:
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.
Boston, MA
Fidelity Investments is a privately-owned investment management company that was established in 1946 as a mutual fund company. Fidelity now offers a range of services including fund distribution and investment advice, wealth management, life insurance, retirement services, and securities execution and clearance. It manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors.
Based in Boston, Massachusetts, it is one of the largest investment management firms in the United States, with over 26 million customers, $6.5 trillion in total customer assets, and more than $2.4 trillion in global assets under management
History of Fidelity Investments
The Fidelity Fund was established in 1930, a year after the stock market crash of 1929 and before the Great Depression of 1933. The fund continued to operate until 1943 when it was acquired by Boston-based lawyer Edward C. Johnson II. At the time, the fund reported assets under management valued at $3 million. In 1946, Johnson II founded the Fidelity Management and Research Company, now Fidelity Investments, to serve as an investment advisor to the Fidelity Fund. When running the fund, Johnson’s objective was to buy stocks with a potential for growth, and not necessarily blue-chip stocks.
Fidelity Investments Operations
Fidelity Investments operates several businesses, with the main ones being mutual funds and brokerage services. The mutual fund division comprises three divisions – equity, high-income, and fixed income divisions. The company operates Fidelity Contrafund, the largest non-indexed mutual fund in the United States, with over $107.4 billion in assets. Fidelity Investments also owns Fidelity Magellan, which was at one time managed by former CEO and President Ned Johnson. Fidelity Magellan manages assets totaling $15.5 billion.