Associate - Workplace Investing Operation

6 days ago

Gurugram Haryana, India Fidelity International Full time

About the Opportunity

**Job Type**: Permanent

Application Deadline: 06 March 2024

**Job Description**:
Title: Associate - Workplace Investing Operation

Department: Workplace Investing Operations

Location: Gurgaon

Reports To: Team Lead/Assistant Manager

Level: Grade 1

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Workplace Investing Operartions team and feel like you’re part of something bigger.

About your team

Workplace Investing (WI) Operations supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery.

WI Operations Account corrections team is responsible for managing various tasks for Workplace Investing Clients. Some of the key tasks the team carries out are:

- Process the Lifestyle Strategy Exception reports
- Handle 18% increase in System Variances
- Increase in volumes of bulk corrections
- Manage complex Retirement corrections
- Review cases for any Tax impact and engage Ops tax for further discussion
- Support in process review and changes
- Support in audit sampling
- Ongoing and future automation work
- Ensure timely & accurate member communication

Any impact on resources may have an adverse impact on meeting Client commitments, Service Level Agreements and Regulatory deadlines.

About your role

The role involves ensuring client instructions are dealt accurately and in timely manner. The individual is required to liaise with various teams across location to ensure priority work is completed on time and any potential issues are escalated in a timely manner to the Team Leader. Along with managing the daily work, the individual would also be required to pick up additional tasks and responsibilities efficiently including projects and SSE’s. The individual should demonstrate a high level of commitment to customer service improvement and also showcase Fidelity values.

About you
- Ensure that work allocated to you is completed in an accurate and timely manner. Assist the teams to meet the agreed SLA by timely allocation of work to the team members.
- Updating member records in accordance with written procedures and direction given by your supervisor.
- Issue routine correspondence using standard templates to the member ensuring that all legal and compliance requirements have been satisfied.
- Ensure that Quality and Productivity standards are adhered to.
- Liaise with internal departments to ensure priority work gets completed in time.
- Handle mailbox and folder queries.
- Identify and raise process improvement ideas and customer experience improvement ideas through FIL NXT & DC Rocks Programme.
- Generate required reports and Statements as per the procedures.
- Maintain compliance with confidentiality in handling client sensitive information.
- Handle additional admin and process related responsibilities efficiently and proactively.
- Escalate any potential issue in a timely manner and keep TL/AM abreast of the situation.

Experience and Qualifications Required
- Understanding of mutual funds and other financial products offered in UK financial services market.
- Strong knowledge of MS Excel, handling mailboxes using Outlook, PowerPoint.

Feel rewarded

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