- Title FTC Associate - Client Account Management
Department Client Account Management
Location India
Level Grade 1
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.
About your team
We triage & capture the data of all instructions and documents received via paper, secure msg, phones, upload & send etc for Retail & DC clients. Along with this we return original Legal/AML documents to the senders. We also help re-routing of instructions within alternate teams.
About your role
The role of the 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
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Skills Required
- Strong attention to detail and excellent communication skills
- Ability to manage process escalations independently
- Experience working with financial clients or in a client-facing role
- Knowledge of regulatory environments
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
What We Do
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 countries and with $739.9 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 $567 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. *Data as of 31 March 2021
