Senior Specialist

1 month ago

bangalore, India Fidelity Investments Full time

The Purpose of This Role

The Employee Resolution (ER) – Senior Process Specialist works closely on pension accounts and will act as the point of contact for any research that is required pertaining to any customer. The associate would be working with multiple teams to ensure that the issues or queries raised by the customers are handled accurately and in a timely manner. All communications to the customers are also routed through this team.

The Value You Deliver

Understanding financial transactions and providing resolutions to customer enquiries

Working closely with upstream and downstream processes to provide timely response to the customer

Owning the end-to-end process relating to the customer’s enquiry

Managing your own work baskets and priorities and also coordinating with internal partners to get timely support for your work

Working on tight deadlines and also ensuring that adequate research has been performed before communicating back to the customer

The Skills that are Key to this role

Technical / Behavioral

You demonstrate excellent logical reasoning and analytical thinking

You have good MS Office skills

US Defined Benefits knowledge is preferred

You are person who is open to and are flexible about work timings and shift

The Skills those are good-to-have for this role

You have good MS Office skills

You have excellent communication skills and has the ability to interact with all levels of end users and technical resources

You possess a strong attention to detail and independent judgment

How your work impacts the Organization

Defined Benefits (DB) is a significant type of retirement benefit offered by our clients to plan participants (customer) and is part of the Workplace Solutions (WS) organization undertaking recordkeeping and administration of DB plans. The DB team in India is the single largest site offering end to end DB services. The Employee Resolution (ER) team acts as an intermediary between the customer and Fidelity and addresses the issues that the customers have relating to their DB accounts.

The expertise we’re looking for

Graduate in any stream

3 – 5 years of experience in a research and resolution process related financial process experience is mandatory

Location : Bangalore – EGL

Shift timings : Company Policy

Certifications:

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