Process Associate- Workplace Investing Operations

Job Description

Title Process Associate

Department      Fund Dealing Capability

Location Bangalore

Reports To       Team Leader/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 Fund Dealing team and feel like you're part of something bigger.

About your team

We have reorganized the core delivery teams into five different capability teams, namely- Fund Dealing & Brokerage, Transfers & Retirement, Client Account Management, Payments & Distribution and Reconciliations & Product Management. Capability teams have the skill sets persistently available to set and manage strategic direction, run and maintain the capability and to support a projected regulatory and mandatory change agenda.

The mission of the 'Fund Dealing' team is to execute all types of trades for the retail and WI products while maintaining compliance with rigorous SLA's. This team is committed to delivering an exceptional customer experience by focusing on operational smoothness, reducing errors, and providing timely results, all aimed at fostering trust and satisfaction among clients. The team utilizes lean and six sigma methodologies and works closely with the product owner to drive overall process improvements, ensuring efficient and exceptional service delivery throughout the dealing journey.

About your role
We are looking for highly energetic individuals who are inquisitive with a creative bent of mind and who can challenge the status quo and identify new ways of working. In turn, we would provide an environment that allows them to lead this change with sponsorship from senior management. 

The role of the Process Associate is to gain a detailed understanding of the process, conduct trainings, drive initiatives, take part in projects, maintain team MI, perform quality checks, keep an accurate record of the checks, identify issues and participate in discussions to agree actions to resolve issues identified.

• To be able to process work items within agreed service level accurately.
• To quality check all work items the same day and report any errors
• Taking ownership of individual issues and ensuring that they are resolved to the satisfaction of the customer.
• Completing projects as assigned including Testing prior to any system changes.
• Liaison with other departments across sites
• Develop an understanding of Fidelity's products and businesses as well as the internal and external clients.
• To gain regulatory knowledge and ensure knowledge is maintained.
• To keep the supervisor(s) informed of work in progress and escalate any issues/risks which may impact daily work and SLAs.
• To ensure knowledge of procedures are kept up to date and any new procedures implemented.
• Knowledge on stats and reporting would be added advantage.
• Should be able to train the team members on critical tasks.
• Should be able to review and update process documents independently.
• Should be able to drive innovation in the team.

About you

• Should be able to manage process escalations on their own.
• Ability to process large volatile volumes to deadlines, whilst maintaining high standards of accuracy
• Strong attention to detail and excellent communication skills
• Self – motivated and flexible with the ability to work in offshore shifts.
• Work towards achieving the relevant competency model for the role.
• Flexible to handle any ad-hoc business requirements.
• Proactive approach to problem solving and service improvement.

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work – finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit

For more about our work, our approach to dynamic working and how you could build your future here, visit