Associate - Workplace Investing Operations
Associate - Workplace Investing Operations
Gurgaon
2 hours ago
368 Applied
JOB ID:163355
Job Type
Full Time
Functional Area
Operations
Industry
IT-Software/Software Services
Education
Not Specified
Experience Required
0 - 2 Yrs
Key Skills Required
customer centric approach, ms excel, handling mailboxes using outlook, powerpoint, client services teams
Other Skills Required
Job Description
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 require
... See MoreAbout 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.
Requirement: Good communication skills, presentable, open for work in 11:30am to 8:30pm shift, residing in Delhi/NCR, available to join in 15-20 days. See Less
India is Fidelity International’s largest location outside of the UK and is base for thousands of our people. We have offices spread across three locations -- in Gurugram, in Mumbai, and in Bengaluru.
We have capabilities across Fidelity’s businesses -- Investment Solutions and Services business, and Workplace and Personal Financial Health business -- as well as capabilities across central functions such as Technology, Human Resources, Legal and Finance. Across our businesses, our purpose is to build better financial futures for our clients globally, which range from central banks and financial institutions to wealth managers and private individuals.
India is home to global and site-level leaders, teams, and specialized, niche and future-ready skills.
These include people across a broad spectrum of functions in technology, operations, digital, investment research, shared services, central functions and so on.
Providing advanced technology solutions to transform our busi
... See MoreIndia is Fidelity International’s largest location outside of the UK and is base for thousands of our people. We have offices spread across three locations -- in Gurugram, in Mumbai, and in Bengaluru.
We have capabilities across Fidelity’s businesses -- Investment Solutions and Services business, and Workplace and Personal Financial Health business -- as well as capabilities across central functions such as Technology, Human Resources, Legal and Finance. Across our businesses, our purpose is to build better financial futures for our clients globally, which range from central banks and financial institutions to wealth managers and private individuals.
India is home to global and site-level leaders, teams, and specialized, niche and future-ready skills.
These include people across a broad spectrum of functions in technology, operations, digital, investment research, shared services, central functions and so on.
Providing advanced technology solutions to transform our business. Improving customer experience with the use of digital. Re-designing operational processes with the use of technology. Leading investment research and fund analysis to support a global team of investment professionals. Working on strategy, planning and analytics. Leading AI - there are abundant opportunities to engage in stimulating challenges and developing your career.
Our policies and practices are industry leading and they lay a strong foundation for our people who have a wide canvas to build and grow their career. The fun we have and how we come together to give back to society, all add up to the uniqueness you will feel here.
There is immense room for career vitality at Fidelity and there are many stories of our people whose careers have gone a long way. Diversity and inclusion are a way of life for us and you will feel welcomed and supported when you join us. Testimony to this is the high average tenure of our people, and consistently high scores on external forums (like Glassdoor).
