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Senior Process Specialist
4 weeks ago
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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