Associate - Gurgaon, India - Fidelity International

Fidelity International

Verified Company

Gurgaon, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

About the Opportunity

Job Type:
Permanent

Application Deadline: 01 December 2023

Title Associate

Department Retail Operations

Location Gurgaon/Bangalore

Reports To Pallavi kumari

Level 1

We're proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Retail Operations team and feel like you're part of something bigger.

About your team

The Retail Operations team is responsible for tending to all investment matters relating to UK & Continental Europe clients. The team is comprised of New Accounts, Dealing, Exits, Deal Adjustments, Re-reg & Transfers, Broker Services & Retail Pensions.
These departments work closely together and are collectively responsible for the full administration lifecycle of clients' investments with Fidelity.

Their roles include setting up and maintaining clients' accounts; liaising with clients and brokers/providers to provide all necessary information, responding to any queries raised and quickly resolving any matters of concern; carrying out all instructions to invest, switch and redeem money accurately, swiftly and in full accordance with Fidelity's stringent regulatory requirements; and at all times working hard to provide excellent and efficient customer service to improve the Fidelity name.

About your role

The role involves processing transfer requests from the counterparties and to facilitate transfer out of Fidelity.

The role also involves responding to incoming queries from other platform services teams such as Client Services, BRC and the teams within the Retail Operations.

You will also be required to identify improvements that can be made to our processes and procedures to prevent future occurrences of the issues.

Liaising with third party platform for actively closing the outstanding transfers
To process customer instructions within agreed service level and to the required quality levels.
To raise ideas for process improvements on a consistent basis.
To identify risks in the team proactively and drive forward ideas to mitigate these risks.
Taking ownership of customer issues and ensuring that they are resolved to the satisfaction of the customer and client.
Liaise with other departments across Customer Services in UK.
Develop an understanding of Fidelity's products and businesses as well as the internal and external clients
Have good understanding of technical knowhow of the process
To gain regulatory knowledge and ensure knowledge is maintained
To keep supervisor informed of work in progress and escalate any possible issues which will impact on the timeframe to complete
To ensure knowledge of procedures are kept up to date, and any new procedures implemented.
To perform testing for the department independently and within the scheduled timelines.

About you

Should be able to manage process escalations on their own
Ability to process large volatile volumes to deadlines, whilst maintaining high standards of accuracy
Strong attention to detail and excellent communication skills
Self motivated and flexible with the ability to work in offshore shifts
Work towards achieving the relevant competency model for the role
Flexible to handle any adhoc business requirements.
Proactive approach to problem solving and service improvement

Feel rewarded