Job Description:
Job Title – Senior Process Specialist

The Purpose of This Role

Under general supervision, the associate will be responsible for accurate and timely processing of pension calculations of Low to High complexity in a multi-client environment. 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

Pension calculation based on customer request received through Customer Service Group or online request.

Process various types of pension benefit requests like estimates, termination benefits and final benefits.
Benefit calculation should be performed by referring to the plan guidelines for respective clients.
Identifying the calculation related 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.
Strong Comprehension skills. Good at interpretation of plan documents.
Solid Problem-Solving Skills and implementing solutions
Good at numbers (numerical ability)
Logical

📌 Senior Process Specialist (Chennai)
🏢 Fidelity Investments
📍 Chennai