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79 Fidelity International Jobs

Associate - Data Implementations

2-5 years

Gurgaon / Gurugram

1 vacancy

Associate - Data Implementations

Fidelity International

posted 12hr ago

Job Description

Application Deadline: 16 March 2025
Job Description
Title Associate - Workplace Investing Operation
Department Workplace Investing Operations
Location Gurgaon
Reports To 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 thisBy working together - and supporting each other - all over the world. So, join our Asia Risk 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 Implementations team is responsible to process few key critical tasks:
  • Reconciling and validating data on client files
  • Raising timely data queries with the clients
  • Placing blackouts and sending communication to the wider business/admin teams
  • Placing holds on letters and deletion of CA/Imps group on Pendoc
  • Releasing Welcome/TVIN packs and reconciliation through Pendoc Log
  • Form collation for investment choices and reconciling them
  • Creating member records on our systems
  • Processing Bulk Sale
  • IDQ runs
  • Creating mappings on PV
  • Placing diviload s.
The team works on multiple projects simultaneously in a month. Hence, any misses or delay of the above tasks can lead to potential Financial, reputational and regulatory risk.
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.
  • 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 AM abreast of the situation.
Feel rewarded

Employment Type: Full Time, Permanent

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Top Fidelity International Associate Interview Questions

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What people at Fidelity International are saying

3.8
 Rating based on 25 Associate reviews

Likes

Great company with many benefits

  • Salary - Good
  • +4 more
Dislikes

Work culture depends on the team and manager you go under.

Read 25 Associate reviews

Associate salary at Fidelity International

reported by 185 employees
₹3 L/yr - ₹7 L/yr
33% less than the average Associate Salary in India
View more details

What Fidelity International employees are saying about work life

based on 577 employees
78%
94%
79%
96%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

Fidelity International Benefits

Submitted by Company
We’ll help you find the perfect balance
We’re welcoming
We’re flexible
Submitted by Employees
Free Transport
Free Food
Work From Home
Cafeteria
Health Insurance
Soft Skill Training +6 more
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Fidelity International Gurgaon / Gurugram Office Location

View all
Gurgaon/Gurugram, Haryana Office
FIL India Business and Research Services Private Limited, Building No. 9, Candor TechSpace, Sector- 48, Gurugram, Haryana Gurgaon/Gurugram, Haryana
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