Senior Process Specialist – DB Operations

Fidelity Investments Inc.; Chennai District; On-site; INR 600,000 - 900,000; Full time

Job summary

Fidelity Investments Inc. in Chennai is seeking a Senior Process Specialist - DB Operations to ensure accurate and timely processing of onshore customer inquiries in a multi-client environment.

You will learn Fidelity systems, process financial transactions on client databases, and collaborate with upstream and downstream teams to deliver service to end clients and participants.

Qualifications

• Bachelor's degree in Mathematics, Finance or Business is mandatory.
• Actuarial background is preferred.

Responsibilities

• Handle onshore customer inquiries received through Customer Service Group or online requests.
• Identify system issues and fix them within defined timeliness and accuracy.
• Provide support to internal client-focused teams (Audit & Control, Client Service Manager, etc.).
• Build functional knowledge and act as SME on assigned clients.
• Maintain high quality work with strong customer orientation.
• Ensure timely completion of transactions based on agreed turnaround times.
• Contribute to team and Fidelity's client services.

Skills

Verbal communication

Written communication

Client handling

Numerical ability

Problem solving

Analytical thinking

Attention to detail

MS Office

Education

Bachelor's degree in Mathematics, Finance or Business

Actuarial background

Tools

Excel

Outlook

Word

Job description

Job Description

Senior Process Specialist - DB Operations

The Purpose of This Role

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 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

• 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.


• Strong Problem Solving Skills and implementing solutions


• Good at numbers (numerical ability)


• Logical reasoning and Analytical thinking


• Service mid set - Customer or Participant focus


• Strong PC Software skills (i.e. Excel, Outlook and Word)


• Strong organizational skills and attention to detail


• Ability to learn and adapt to changes and new processes


• Motivated and committed to excellence; positive attitude and "can do" work ethic.

The Skills that are Good To Have for this role

• Adapt to change


• Be flexible with workload and accommodate internal and external client needs


• Willingness to work in "Night Shifts"


• Work in a team environment

How Your Work Impacts The Organization

• Client Service Manager - Assists with Client Issues/Inquiries specific to calculations - Daily


• Operations Deliver Leader - Assists with Client Issues/Inquiries specific to calculations - Daily


• Employee Resolution - Assists with Client Issues/Inquiries specific to calculations - Daily


• Onshore Calculation Team - Uses subject matter expertise in training offshore associates and provide resolution - As needed


• Retirement Initiation - Assists with inquiries; Identifies gaps in processes and works with team to resolve them - Daily


• Disbursements - Assists on making the payments to the customer/participant - Weekly

No direct interaction with customers/participant except the communication provided through letters for customer queries.

The Expertise We're Looking For

Bachelor's Degree (Mathematics, Finance or Business) or equivalent is mandatory

Actuarial background is preferred

Location : Chennai

Shift timings : 1:00 pm - 10:00pm

Certifications

Category: Transaction Processing