TitleBereavement Services - Customer Service Representative
Department Client Services
LocationGurgaon
Reports ToTeam Lead
Level1
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
Customer expectations are ever growing in demands and the Client Services area is a key player in providing first line customer care. The vision of the department is to deliver a seamless, joined up experience to our customers and advisers when they want it, however they want it. Our role is to provide our clients and advisers with help, expertise and guidance on a range of queries using the interactions to build strong relationships to develop trust in our business.
We provide an important role in growing and evolving the business through active promotion of our products and services within these interactions. The way we operate is also key to creating a high level of engagement and job satisfaction from our employees helping to retain great talent within the organisation.
The Bereavement Services team supports customers and their representatives through sensitive life events by managing legal correspondence, including registering deaths, Power of Attorney, Court of Protection, name changes, and trust or corporate account updates. The team provides guidance throughout the estate settlement process, prepares accounts for redemption and reinvestment activities, maintains trust accounts, and ensures customer instructions are processed accurately.
About your role
As a Customer Service Representative within our Operations team, you will play an important role in ensuring legal and administrative processes are completed accurately, efficiently, and within agreed timescales. You will be
📌 Bereavement Services (Gurugram)
🏢 Fidelity International
📍 Gurugram
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.