Associate - Brc - Gurgaon, India - Fidelity International
Description
About the OpportunityJob Type:
Permanent
Application Deadline: 25 June 2023
Key Responsibilities
- Ensuring timely download of statements from and support various products e.g. Retail SIPP, Sonata etc.
- Settlement of cash receipts received in the all of the accounts as per defined SLAs.
- Should be able to navigate the organisation.
- Investigate and follow up on the outstanding items with other departments within BRC ( Controls & Settlements, Clearstream & Euroclear Settlements, Bank Recs, Pricing Recs, CBU (UK), BOA, BOA Liaison etc.) as well as other departments in UK etc.
- Understanding of the 7 principles of customer service
- Good knowledge and understanding of UK Business area's products and processes
- To manage timely money movements between Client and Settlement Bank Accounts to address any shortfalls/surpluses and avoid potential breaches.
- To be able to gain understanding of various sources / channels of information related to one's work and ability to seek clarity in case of ambiguous customer requests.
- To be able to gain knowledge and understanding of the systems and tools used within the process and team.
- To be able to record data accurately that could be used for relevant MI, and ability to effectively understand MI that is published and its impact on their performance.
- Awareness of the key KPIs and actively works towards achieving assigned goals.
- Ensuring productivity and quality targets are met as assigned.
- To develop understanding of Risk and Breaches and how/where to escalate.
- Awareness of customer feedback relating to your process in Complaints, NPS etc.
- Produce reports for aged items & review all the outstanding credits
- Ensuring complete groundwork and investigations are done before returning unallocated monies.
- To gain regulatory knowledge and ensure knowledge is regularly updated and maintained.
- To gain knowledge of the products & procedures within Fidelity and also within the Financial Market, and ensure knowledge is maintained and updated regularly.
- To ensure client education as when client remits monies in incorrect bank account.
- To suggest process improvements and drive them in collaboration with the supervisor and other team members.
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