Job Description
Title Associate/Sr. Associate
Department Retail Operations
Location India
Reports To Team Leader/Assistant Manager
About Fidelity International
We’re proud to have been helping our clients build better financial futures for over 50 years by working together and supporting each other all over the world. So, join our Rereg & Transfers team and feel like you’re part of something bigger.
About your team
The team looks into end to end Reregistration and transfers journey. Starting from the receiving transfer requests from client/adviser to getting the transfer completed by doing end to end provider calling with the other platforms. The team looks into getting smooth and timely transfer of client assets from other plan managers to Fidelity. It involves actively reaching out to various plan managers and underlying fund managers, as well as addressing and resolving any issues that arise during the transfer process to meet service level agreements.
About your role
The role involves ensuring the smooth and timely transfer of client assets from other plan managers to Fidelity. It involves actively reaching out to various plan managers and underlying fund managers, as well as addressing and resolving any issues that arise during the transfer process to meet service level agreements.
• To be able to process work items within agreed service level accurately
• To quality check all work items the same day and report any errors
• Taking ownership of individual issues and ensuring that they are resolved to the satisfaction of the customer
• Completing projects as assigned including Testing prior to any system changes
• Liaison with other departments across sites
• Develop an understanding of Fidelity’s products and businesses as well as the internal and external clients
• To gain regulatory knowledge and ensure knowledge is maintained
• To keep the supervisor(s) informed of work in progress and escalate any issues/risks which may impact daily work and SLAs
• To ensure knowledge of procedures are kept up to date and any new procedures implemented
• Knowledge on stats and reporting would be added advantage
• Should be able to train the team members on critical tasks
• Should be able to review and update process documents independently
• Should be able to drive innovation in the team
Experience and qualifications
• 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.