Under general supervision, the associate will be responsible for accurate and timely processing of onshore customer inquiries received through Customer Service Group or online request in a multi-client setting. Associate must understand fidelity systems, learn and process financial transactions on respective client database. They should also work closely with upstream and downstream processes for the overall service to the end client / participant.
The Value You Deliver
Working and resolving onshore customer inquiries received through Customer Service Group or online request.
Identifying the system issues and fixing the same within the defined timeliness and accuracy standards.
Provide support to internal client focusing teams (Issue Resolution, Audit & Control, Client Service Manager's etc.)
Work towards building functional knowledge and serving as the subject matter expert on assigned clients;
High quality of work with strong customer orientation.
Ensure timely completion of transaction based on the turnaround agreed on the request type
Ensure accurate and timely processing of work items.
Contribute to the team environment and overall effective services provided to Fidelity's client base.
Take initiative to undergo training to enhance their individual job performance.
Validating and provide inputs to update User Procedure Documentation (UPD).
Provide back-up coverage for other transaction processors, as needed
The Skills That Are Key To This Role
Technical / Behavioral
Excellent Verbal And Written Communication Skills Required.
Diverse Experience in handing onshore clients
Strong Comprehension skills. Good at interpretation of plan documents.
Robust Problem Solving Skills and implementing solutions
Good at numbers (numerical ability)
Logical reasoning and Analytical thinking
Service mid set – Customer or Participant focus
Robust PC Software
📌 Senior Specialist Chennai
🏢 Fidelity Business Services India
📍 Chennai
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