Location
India | India
Job description
About the Opportunity Job Type: PermanentApplication Deadline: 15 March 2024
Job Description
Title Associate
Department Retail Operations
Location Gurgaon/Bangalore
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.
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 ad-hoc business requirements.
• Proactive approach to problem solving and service improvement
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Job tags
Salary
