Pi & Advisory Operations Associate

3 days ago

Gurugram Haryana, India Fidelity International Full time

About the Opportunity

**Job Type**: Permanent

Application Deadline: 19 June 2025

Job Description

Title: PI & Advisory Operations Associate

Department: Personal Investing (PI) & Advisory Operations - India Team for Germany

Location: Gurgaon, India

Reports To: Head of Personal Investing (PI) & Advisory Operations - India Team for Germany

Why Fidelity?

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 [insert name of team/ business area] team and feel like you’re part of something bigger.

Department Description

The German Customer Operations department is part of Global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access additional resources and knowledge to continuously improve operational processes and follow a digital first approach.

Purpose of the Role

PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers the following key processes:

- Processing and verification of all customer fund orders and savings plans within the specified processing times and the processing of error messages.
- Dispatch and processing of all transfer orders received by FFB in an internal database.
- Preparation and execution of fund income distributions and reinvestments.
- Set-up and maintenance of client data and tax acquisition data

Key Responsibilities
- Processing, verification and archiving of customer orders from the workflow system, as well as carrying out research in the event of queries
- Carrying out all dealing instructions received from clients (buys, sells and switches).
- Processing of regular savings and withdrawal plans.
- Processing of internal transfers.
- New fund set-up and maintenance activities.
- Creation and verification of tax-relevant data (acquisition data).
- Entry of fund income distributions data in DIAMOS with the help of external sources such as the Wertpapiermitteilungen (WM) or WM-Access system.
- Allocation of model portfolios to customer accounts and processing of associated transactions and savings plans.

Experience and Qualifications Required
- Fluency in German and English
- Good numerancy and attention to detail
- Process and continuous process improvement knowledge
- Client-centricity
- High level of quality assurance and risk awareness
- Motivation and collaboration

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