Client Services Team

About

The Client Services Team at Fidelity Charitable® serves as the primary point of contact for donors, assisting with a wide range of inquiries and transactions related to their donor-advised funds. The team ensures a high level of customer satisfaction by providing knowledgeable, timely support, addressing account management needs, guiding donors through the giving process, and resolving any issues efficiently. Their goal is to enhance the overall donor experience and facilitate philanthropic efforts.


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