Job Type: Fixed Term ContractorContract duration : 2 months.Application Deadline: 19 July 2026
Title FTC Associate - Client Account Management
Department Client Account Management
Location India
Reports To Simranjeet Singh Wadhera
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 recent procedures implemented
• Knowledge on stats and reporting would be added advantage
• Shou
📌 FTC Associate (Gurugram)
🏢 Fidelity International
📍 Gurugram
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