Pi & Advisory Operations Associate

6 days ago

Gurgaon, India Fidelity International Full time

About the Opportunity

**Job Type**: Permanent

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

Level: 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 Personal Investing (PI) & Advisory Operations 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 core client set-up and maintenance activity.

Key Responsibilities
- Set-up and maintenance of client accounts.
- Maintenance of client details (e.g. name, address and bank details).
- Deletion of client information.
- Completion of data cleansing activities to adhere to data accuracy and consistency requirements.
- Ensure that quality and productivity standards are adhered to.

Experience and Qualifications Required
- Fluency in German and English
- Good numeracy 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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