Job details
Job type full-time
Full job description
Job description:
Job title – process specialist - client service management
The purpose of this role
To ensure we provide a good client experience by liaising with internal stake holders.
The value you deliver
Responsible for providing education to on boarding to client contact(s).
Influence clients to adapt best practices that will drive efficiency, quality and consistency.
Trouble shoot client issues associated with fidelity technology.
Resolve plan level and participant level issues involving the client
Responsible for client monitoring and quality of data (both monetary and indicative data).
Point of contact for escalated items issues internally and with clients.
Coordinate annualspecial events with the clients and internal teams (operations).
Provides recommendations/suggestions to client service managers (csms) on areas of improvement and issues that have potential impact on client experience.
Work with clients and internal partners to update plan procedures and custom processes.
Ability to identify risk associated with plan operations and work to prevent issues.
Work on general service request to accommodate client requirements
Provide non-recurring addhoc reporting to clients as requested.
The skills that are key to this role
Technical / behavioral
Good analytical skills.
Excellent communication and presentation skills.
Strong customer service skills and good experience working with internal business partners.
Strong attention to detail and independent decision making ability.
Ability to adapt to changes.
Strong time management and prioritization skills.
Focus on process improvement.
Working knowledge of systems wpdt, xtrac, fprs, merlin, salesforce and psw is a must.
Good dc knowledge
Excel skills
The skills that are good to have for this role
Advanced excel skills
Good defined contribution knowledge
Good communication skills, oral and written
How your work impacts the organization
Csa india team focuses on error monitoring for defined contribution services offered to our clients across market segmentsThey are responsible for fixing participant and plan level issues generated through these services which includes troubleshooting plan set up issues & educating clients and internal partnersApart from this, csa manages the general service request for all the markets and helps client with their request working with the internal stake holders.
The expertise we’re looking for
2+ years experience in the us financial market
Experience in defined contribution desired
Graduate ( bcom, bsc, bbm, bba), avoid engineers
Location : bangalore - egl
Shift timings: 5:30pm – 2:30am
Certifications:
Company overview
At fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they wantWe are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associatesWe are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiencesFidelity india has been the global inhouse center of fidelity investments since 2003 with offices in bangalore and chennaiFor information about working at fidelity, visit india.fidelity.com.
Fidelity investments is an equal opportunity employer.
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Job activity
Posted 6 days ago
