Ftc - Associate - Retail Operations(Platform
3 weeks ago
About the Opportunity
**Job Type**: Fixed Term Contractor
Contract duration : 8 months.
Application Deadline: 20 May 2023
**Job Description**:
Title: Associate - Retail Operations(Platform Services)
Department: Retail Operations
Location: Gurgaon
Reports To: Team Leader/Assistant Manager
Level: 3
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 Retail Operations team and feel like you’re part of something bigger.
Department Description
The India Retail Operations team is responsible for tending to all investment matters relating to UK & Continental Europe clients. The team is comprised of New Accounts, Dealing, Exits, Deal Adjustments, Re-reg & Transfers, Broker Services & Retail Pensions.
These departments work closely together and are collectively responsible for the full administration lifecycle of clients’ investments with Fidelity. Their roles include setting up and maintaining clients' accounts; liaising with clients and brokers/providers to provide all necessary information, responding to any queries raised and quickly resolving any matters of concern; carrying out all instructions to invest, switch and redeem money accurately, swiftly and in full accordance with Fidelity's stringent regulatory requirements; and at all times working hard to provide excellent and efficient customer service to improve the Fidelity name.
Purpose of the Role
The role involves processing transfer requests from the counterparties and to facilitate transfer out of Fidelity. The role also involves responding to incoming queries from other platform services teams such as Client Services, BRC and the teams within the Retail Operations. You will also be required to identify improvements that can be made to our processes and procedures to prevent future occurrences of the issues.
Key Responsibilities
- Liaising with third party platform for actively closing the outstanding transfers
- To process customer instructions within agreed service level and to the required quality levels.
- To raise ideas for process improvements on a consistent basis.
- To identify risks in the team proactively and drive forward ideas to mitigate these risks.
- Taking ownership of customer issues and ensuring that they are resolved to the satisfaction of the customer and client.
- Liaise with other departments across Customer Services in UK.
- Develop an understanding of Fidelity’s products and businesses as well as the internal and external clients
- Have good understanding of technical know-how of the process
- To gain regulatory knowledge and ensure knowledge is maintained
- To keep supervisor informed of work in progress and escalate any possible issues which will impact on the timeframe to complete
- To ensure knowledge of procedures are kept up to date, and any new procedures implemented.
- To perform testing for the department independently and within the scheduled timelines.
Experience and Qualifications Required
- Minimum 18 months of work experience in a similar role.
- Ability to work under pressure to achieve deadlines, whilst maintaining high standards of accuracy
- Strong attention to detail and customer focus.
- Brokerage understanding is must
- Excellent spoken and written English language skills required
- Knowledge of financial services and products would be an advantage.
- Self - motivated and flexible with the ability to work as a team effectively
- Self-disciplined & high integrity
- Flexible to operate in a dynamic environment to achieve adhoc business requirement and to work in India/UK shifts.
Feel rewarded
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