Investment Associate

3 days ago


Gurgaon, Haryana, India Fidelity International Full time

We're proud to have been helping our clients build better financial futures for over 50 years. At Fidelity International, we're committed to working together to deliver exceptional client service and support.

About the Opportunity

This role is an exciting opportunity to join our Rereg & Transfers team as a Financial Services Processor - Client Onboarding. As a key member of our team, you will be responsible for ensuring that all investment instructions are carried out accurately and efficiently, in accordance with Fidelity's stringent regulatory requirements.

Key Responsibilities
  • Monitor and achieve service levels and ensure team completes operational tasks in accordance with defined procedures.
  • Process the instructions e2e & help the client with their journey.
  • Understand and proactively mitigate the impact of risk.
  • Drive & deliver process improvements in response to customer feedback trends, process gaps / issues.

As a team player at both Management & Team levels, you will be comfortable representing the team effectively at all levels and communicating complex information clearly. You will also possess strong analytical skills, able to identify trends and potential areas of concern.

We offer a comprehensive benefits package, flexible working arrangements and a supportive environment that allows you to grow professionally and personally. We value your wellbeing and commitment to making a positive difference in the lives of our clients.



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