Associate - Workplace Investing Operations
Fidelity International
Gurgaon
3d ago

Department Description

Fidelity Worldwide Investment is also a well-established and leading provider of DC and DB services for the UK corporate marketplace.

In the UK alone, more than 350 plus pension plans now trust us with over £33 billion worth of assets and in the Institutional DB business (across Europe / Asia) we hold over £76 billion worth of assets for our clients.

The Institutional business is spread out in many other regions as well such as Asia Pacific, Europe, Middle East, Emerging Markets etc.

Purpose of 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.

Key Responsibilities

The key responsibility from the role is to ensure work allocated is completed in accurate and timely manner. This individual doing the role is expected to assist the teams across locations to meet agreed client service levels.

On day to day basis the role includes tasks of updating client records, handling mailbox, identify and raise process and client experience improvement ideas and maintain stats as per written procedures.

Individual doing the role should be competent to handle additional admin and process related responsibilities efficiently and proactively.

Experience and Qualifications

  • 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.
  • Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally.

    As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.

    Operating in more than 25 locations and with $611.4 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

    Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

    Together with our Investment Solutions & Services business, we invest $471 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

    Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

    As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business.

    We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    Data as at 30 September 2020. Read more at

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