FTC - ASSOCIATE - CLIENT ACCOUNT MANAGEMENT MAINTENANCE DOMAIN

Job Description

About the Opportunity Job Type: Fixed Term Contractor Contract duration : 7 months. Application Deadline: 25 March 2025 Job Description Title ASSOCIATE - CLIENT ACCOUNT MANAGEMENT MAINTENANCE DOMAIN Department Global Platform Services Location Bengaluru Reports To Team Leader / Assistant Manager Level Grade 1 About Fidelity International We ve been helping clients plan and save for their futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term. And today, building on the security of private ownership and our clear sense of purpose, we re growing our business like never before. Join us and you ll be part of the progress we re making. In our welcoming, caring culture, you ll work with all kinds of people to find new and better ways to help our clients. Your views will be valued, and your professional goals will be supported. And you ll discover a positive, inclusive environment where you ll be free to be yourself. About your team Client and Account Maintenance capability aims to achieve operational excellence and deliver a rich experience to our customers when engaging with FIL. This will primarily include identifying our customers uniquely across GPS and digitally transforming customer management and maintenance processes for our end-customers, advisers member accounts alike. This capability is accountable for RTB (Operations) of Client and account management processes as well as Change through technical and engineering expertise. The Capability will be the delivery engine to deliver solutions for our GPS customers. The function is responsible for carrying out all instructions of clients from Account set-up, dealing investments, switch, redemption to Reregistration and Transfers completion. All these activities need to be done accurately, swiftly and in full accordance with Fidelitys stringent regulatory requirements. The activities also include AML, Legal and Deal amendment tasks. The function s underlying spirit is to be brilliant at basics and to provide excellent customer service to help the origination achieve it purpose. Continuous improvement is also one of the guiding principles that the function lives and operates by in the ever-changing environment. About your role 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