Process Specialist

2 weeks ago


bangalore, India Fidelity Investments Full time

Job Description:

Job Title – Process Specialist – Data Management

The purpose of this role

Data Management updates and maintains indicative data (name, address, employment information, etc.), enrollments, investment elections; duplicate SSN, beneficiary or alternate payee setups across all segments and products in Fidelity systems when that data is accurately received either by the client or by inactive participants of the Fidelity owned clients.

The value you deliver

Processing of monetary and non-monetary data into the Fidelity recordkeeping systems

Day-to-day responsibilities will involve working within the various Fidelity business units such as client services & management, implementations, financial operations, etc, for products and services under benefit administration, brokerage, custody and clearing operations domain with a strive to deliver high quality of service to the plan sponsors and participants

Working on multiple record keeping systems while adhering to set procedures and abiding to all regulatory/legal norms.

Upskill across all products that Data Management record keeps.

The skills that are good to have for this role

Good interpersonal skills

Good knowledge of MS Office applications.

Ability to work in teams and drive teamwork towards achieving team goals

Being agile to learn and work on multiple sub processes.

Think out of the box to innovate and bring in process improvements.

How our work impacts the organization

Data Management handles record keeping of all the Indicative and employment data at a participant level across multiple products like DB, DC & H&W.

The expertise we are looking for

Graduate.

1+ years of prior experience.

Work Location – Bengaluru

Certifications:


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