Associate Workplace Investing Operations

5 months ago

Gurugram, India FRI FIL India Business and Research Services Private Limited Full time

About the Opportunity

Job Type: PermanentApplication Deadline: 11 June 2024

Title: Associate - Workplace Investing Operations

Department: Workplace Investing Operations

Location: Gurgaon

Reports To: Team Lead/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 Workplace Investing Operations team and feel like you’re part of something bigger.

About your team

Workplace Investing (WI) Operations supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery.

DC Transfers Out processes high value of Transfer Out sale and Transfer Out Enquiry from members within SLA. This team is responsible to process few key critical tasks :

Transfer Out the pension pot to a different provider Providing transfer Out details to Members/IFA Calculation of member Protected Tax Free Cash

Any misses or delay on these tasks can lead to potential Financial, reputational & regulatory risk.

The team processes close to 3000 requests with creating close to 1500 letters and 1500 sales.

About your role
 

The role involves ensuring client instructions are dealt accurately and in timely manner. The individual is required to liaise with various teams across location to ensure priority work is completed on time and any potential issues are escalated in a timely manner to the Team Leader. Along with managing the daily work, the individual would also be required to pick up additional tasks and responsibilities efficiently including projects and SSE’s. The individual should demonstrate a high level of commitment to customer service improvement and also showcase Fidelity values.

About you

Ensure that work allocated to you is completed in an accurate and timely manner. Assist the teams to meet the agreed SLA by timely allocation of work to the team members. Updating member records in accordance with written procedures and direction given by your supervisor. Issue routine correspondence using standard templates to the member ensuring that all legal and compliance requirements have been satisfied. Ensure that Quality and Productivity standards are adhered to. Liaise with internal departments to ensure priority work gets completed in time. Handle mailbox and folder queries. Identify and raise process improvement ideas and customer experience improvement ideas through WITS Programme. Generate required reports and Statements as per the procedures. Maintain compliance with confidentiality in handling client sensitive information. Handle additional admin and process related responsibilities efficiently and proactively. Escalate any potential issue in a timely manner and keep TL/AM abreast of the situation.

Experience and Qualifications Required

Understanding of mutual funds and other financial products offered in UK financial services market. Candidate must possess good communication skills, customer centric approach & working well as a team player. Strong knowledge of MS Excel, handling mailboxes using Outlook, PowerPoint . Any experience of working in client services teams and interacting will clients through email/phone calls & prior knowledge of pensions process would be an added advantage.

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.

  • Associate - Workplace Investing Operations

    2 months ago

    Gurugram, Haryana, India Fidelity International Full time

    About the Opportunity **Job Type**: Permanent Application Deadline: 20 September 2024 Job Description Title: Associate - Workplace Investing Operations Department: Workplace Investing Operations Location: Gurgaon Reports To: Team Lead/Assistant Manager Level: Grade 1 We’re proud to have been helping our clients build better financial futures for...

  • Investment Associate

    5 months ago

    Gurugram, Haryana, India Zecruiters Jobconnect Full time

    Equity, Investment Banking Investment/Wealth Job Description: We are an early-growth stage equity fund looking to invest in entrepreneurs building innovative companies that focus on Accessibility, Affordability and Inclusivity for underserved communities in India. The fund is focused on Financial Services and Climate & Agriculture. The team is based in...

  • Health and Safety Operations Associate

    5 months ago

    Gurugram, Haryana, India VitalCheck Wellness Full time

    **Health and Safety Operations Associate** **Job Location: Gurgaon, India.** **Job Type**:Full Time. **Schedule**: Monday - Friday (Day shift or Night shift). **Full Description**: VitalCheck Wellness is seeking a **Health & Safety Operations Associate **for employees of an investment management company in **Gurgaon, Haryana.** **_Responsibilities:_** -...

  • Health and Safety Operations Associate

    5 months ago

    Gurugram, Haryana, India VitalCheck Wellness Full time

    **Health and Safety Operations Associate** **Job Location**:Gurgaon, India. **Job Type**:Full Time. **Schedule**: Monday - Friday (Day shift or Night shift). **Full Description**: VitalCheck Wellness is seeking a **Health & Safety Operations Associate **for employees of an investment management company in **Gurgaon, Haryana.** **Responsibilities**: -...

  • Investment Banking Associate

    5 months ago

    Gurugram, Haryana, India FundTQ Full time

    **IB Associate** FundTQ is a company founded by Ex Big4 Investment Bankers and Consultants having total 75+ years of combined experience in business structuring, transaction advisory, assurance and due diligence. FundTQ has created one of its kind of valuation software for startup valuation and Choose Right Investors platform. FundTQ is looking for...

  • Associate, Investment Accounting

    4 weeks ago

    Gurugram, Haryana, India BlackRock Investments Full time

    **Associate, Investment Accounting**: **Location**: **Gurgaon, Haryana** Category: **Fund Accounting** Job Requisition #**:R246197** Date posted**:Oct. 18, 2024

  • Corporate Health and Safety Operations Associate

    5 months ago

    Gurugram, Haryana, India VitalCheck Wellness Full time

    **Corporate Health and Safety Operations Associate** **Job Location**:Gurgaon, India. **Job Type**:Full Time. **Schedule**: Monday - Friday (Day shift or Night shift). **Full Description**: VitalCheck Wellness is seeking a **Health & Safety Operations Associate **for employees of an investment management company in **Gurgaon,...

  • Workplace Coordinator

    3 weeks ago

    gurugram, India WeddingWire India Full time

    ABOUT THE ROLE AND OUR TEAM: The Senior Coordinator Workplace position is a service-oriented individual and responsible for delivering an exceptional client experience to our internal team. You will play a vital role in aiding in the support of hybrid work, managing all office vendor relationships, and operational projects. This role is critical in...

  • Workplace Coordinator

    1 month ago

    Gurugram, India WeddingWire India Full time

    ABOUT THE ROLE AND OUR TEAM: The Senior Coordinator Workplace position is a service-oriented individual and responsible for delivering an exceptional client experience to our internal team. You will play a vital role in aiding in the support of hybrid work, managing all office vendor relationships, and operational projects. This role is critical in...

  • Workplace Coordinator

    1 month ago

    Gurugram, India WeddingWire India Full time

    ABOUT THE ROLE AND OUR TEAM: The Senior Coordinator Workplace position is a service-oriented individual and responsible for delivering an exceptional client experience to our internal team. You will play a vital role in aiding in the support of hybrid work, managing all office vendor relationships, and operational projects. This role is critical in...

  • Manager, Investment Data Operations, Investment Data Analytics

    4 months ago

    Gurugram, India CC&L Financial Group Full time

    What You Bring Passion for Operational Excellence  – you have an approach and track record in achieving operational excellence where accuracy, timeliness, and expertise are critical success factors.  Experience Managing Teams  – you have experience building, managing, and developing high performing teams in complex environments responsible for...

  • Vice President

    5 months ago

    Gurugram, India Max Life Insurance Full time

    KEY RESPONSIBILITIES Reporting – Preparation/ review of Schedules, IRDA reporting, Shareholder reporting and Management reporting including IND AS based reporting etc. Compliance – Understanding of IRDAI regulations and continuous assessment towards compliance and study of new circulars, update to management with action pls. Investment...

  • Investment Banking Associate

    1 month ago

    Gurugram, India Acuity Knowledge Partners Full time

    Key Responsibilities: Will be responsible for working as part of the dedicated team for an investment bankSupporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews,...

  • Investment Banking Associate

    1 month ago

    Gurugram, India Acuity Knowledge Partners Full time

    Key Responsibilities: Will be responsible for working as part of the dedicated team for an investment bankSupporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews,...

  • Investment Banking Associate

    3 weeks ago

    gurugram, India Acuity Knowledge Partners Full time

    Key Responsibilities: Will be responsible for working as part of the dedicated team for an investment bankSupporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews,...

  • Investment Banking Associate

    3 weeks ago

    Gurugram, India Acuity Knowledge Partners Full time

    Key Responsibilities:Will be responsible for working as part of the dedicated team for an investment bankSupporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews,...

  • Investment Banking Associate

    1 month ago

    Gurugram, India Acuity Knowledge Partners Full time

    Key Responsibilities: Will be responsible for working as part of the dedicated team for an investment bank Supporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews,...

  • Global Investment Operations- Professional

    5 months ago

    Gurugram, Haryana, India Kohlberg Kravis Roberts & Co. Full time

    **COMPANY OVERVIEW** KKR & Co. Inc., together with its subsidiaries, is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in...

  • Investment Banking Associate

    3 weeks ago

    gurugram, India Acuity Knowledge Partners Full time

    Responsibilities Will be responsible for working as part of the dedicated team for an investment bankSupporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews, company...

  • Investment Banking Associate

    3 days ago

    gurugram, India Acuity Knowledge Partners Full time

    ResponsibilitiesWill be responsible for working as part of the dedicated team for an investment bankSupporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, ECM, DCM among others and preparing pitch books, industry overviews, company...