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Process Specialist - DB Operations

1.00 to 3.00 Years   Bangalore   05 Feb, 2021
Fidelity Investments
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

Job TitleProcess Specialist Pension Operations If you are someone with a passion for research, solve for customer issues and have a flair for communication, this might be the role that you should not overlook.The Purpose of This RoleThe Employee Resolution (ER) Process Specialist works closely on pension accounts and will act as the point of contact for any research that is required pertaining to any customer. The associate would be working with multiple teams to ensure that the issues or queries raised by the customers are handled accurately and in a timely manner. All communications to the customers are also routed through this team.The Value You Deliver

  • Understanding financial transactions and providing resolutions to customer enquiries
  • Working closely with upstream and downstream processes to provide timely response to the customer
  • Owning the end-to-end process relating to the customer s enquiry
  • Managing your own work baskets and priorities and also coordinating with internal partners to get timely support for your work
  • Working on tight deadlines and also ensuring that adequate research has been performed before communicating back to the customer
The Skills that are Key to this roleTechnical / Behavioral
  • You demonstrate excellent logical reasoning and analytical thinking
  • You have good MS Office skills
  • US Defined Benefits knowledge is preferred
  • You are person who is open to and are flexible about work timings and shift
The Skills those are good-to-have for this role
  • You have good MS Office skills
  • You have excellent communication skills and has the ability to interact with all levels of end users and technical resources
  • You possess a strong attention to detail and independent judgment
How your work impacts the OrganizationDefined Benefits (DB) is a significant type of retirement benefit offered by our clients to plan participants (customer) and is part of the Workplace Solutions (WS) organization undertaking recordkeeping and administration of DB plans. The DB team in India is the single largest site offering end to end DB services. The Employee Resolution (ER) team acts as an intermediary between the customer and Fidelity and addresses the issues that the customers have relating to their DB accounts.The expertise we re looking for
  • Graduate in any stream
  • 1.5 - 3 years of experience in a research and resolution process related financial process experience is mandatory
Location: Bangalore - EGLCertifications:Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity India has been the Global Inhouse Center of Fidelity Investments since 2003 with offices in Bangalore and Chennai. For information about working at Fidelity, visit India.Fidelity.com. Fidelity Investments is an equal opportunity employer.Apply,

Keyskills :
sapslacustomer relationsqualityreportingms officerecord keepingdefined benefitsworkplace solutionscommunication skillsfinancial transactionsvisitbasketsresearchupstreambenefitsoperationsanalytical

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