Job Summary

As a Customer Service Representative within our Operations team, you will play an key role in ensuring legal and administrative processes are completed accurately, efficiently, and within agreed timescales. You will be responsible for managing a variety of case work and customer requests, helping to deliver positive outcomes while meeting internal service standards and deadlines.

Job Details

- Title: Bereavement Services - Customer Service Representative
- Department: Client Services
- Location: Gurgaon
- Reports To: Team Lead
- Level: 1
- Job Type: Permanent

Responsibilities
- Ensure that legal and administrative processes are completed accurately, efficiently, and within agreed timescales.
- Manage a variety of case work and customer requests, helping to deliver positive outcomes while meeting internal service standards and deadlines.
- Work closely with colleagues across Fidelity, managing a varied workload and contributing to team initiatives and service improvements.
- The role requires a high level of accuracy and attention to detail when handling customer information and completing operational processes.
- As part of our commitment to Consumer Duty, fully adhere to and follow set procedures to ensure that all customers we have contact with receive the highest level of customer service, on a consistent basis.




- It is a regulatory requirement that you complete a professional qualification within 4 years of your start date and continue to maintain the regulatory knowledge and competencies for your role. The qualification is IOC1; the syllabus is available (link removed); the company will provide the relevant support to assist in the achievement of the qualification.

Requirements
- PC literate with good keyboard skills
- Accurate and rapid processing skills, with an ability to work with numbers
- Good letter writing skills
- Ability to deliver and meet tight deadlines
- Attention to detail
- Ability to work under pressure
- Previous experience of Workflow and Image Systems would be an advantage, but not essential
- A flexible and mature approach to work is essential
- Self-motivated
- Previous experience of teamwork desired
- Excel Word skills

Qualifications

It is a regulatory requirement that you complete a professional qualification within 4 years of your start date and continue to maintain the regulatory knowledge and competencies for your role. The qualification is IOC1; the syllabus is available (link removed). The company will provide the relevant support to assist in the achievement of the qualification.

📌 Bereavement Services - Customer Service Representative (Haryana)
🏢 Fidelity International
📍 Haryana