Senior Process Specialist

1 week ago


Bengaluru, Karnataka, India Fidelity Investments Full time

Job Description:

Job Title– Senior Process Specialist – Operations Processing

Associate will be responsible for accurate and timely processing of pension calculations of Low to High complexity in a multi-client environment . Associate must understand Fidelity systems, learn and process financial transactions on respective client database. They should also work closely with upstream and downstream processes for the overall service to the end client / participant.

The Purpose of this Role

Pension calculation based on customer request received through Customer Service Group or online request Process various types of pension benefit requests like estimates, termination benefits and final benefits. Benefit calculation should be performed by referring to the plan guidelines for respective clients. Identifying the calculation related system issues and fixing the same within the defined timeliness and accuracy standards Provide support to internal client focusing teams (Issue Resolution, Audit & Control, Client Service Manager's etc.)

The Value You Deliver

Work towards building functional knowledge and serving as the subject matter expert on assigned clients Ensure timely completion of transaction based on the turnaround agreed on the request type Ensure accurate and timely processing of pension benefits Provide back-up coverage for other transaction processors, as needed.

The Skills that are Key to this role

Technical / Behavioral

Good at numbers(numerical ability) Logical reasoning and Analytical thinking Strong PC Software skills (i.e. Excel, Outlook and Word) Strong Comprehension skills. Good at interpretation of plan documents. Excellent verbal and written communication skills required Service mind set – Customer or Participant focus Ability to learn and adapt to changes and new processes

The Skills that are good to have for this role

Strong in Ms. Office application Skills (effective communication, able to work with teams, research skills) required for the role.

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