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Associate - Workplace Investing Operations

Gurgaon Gurgaon Haryana, Haryana, India
Competitive Salary
Closing date
Jun 25, 2024

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Job Role
Contract Type
Full Time
About The Opportunity

Job Type: Permanent

Application Deadline: 16 June 2024

Job Description

Title: Associate - Workplace Investing Operations

Department: Workplace Investing Operations


Reports To: Team Lead/Assistant Manager

Level: Grade 1

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 Workplace Investing Operartions team and feel like you're part of something bigger.

About Your Team

Workplace Investing (WI) Operations supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery.

DC Transfers Out processes high value of Transfer Out sale and Transfer Out Enquiry from members within SLA. This team is responsible to process few key critical tasks :

  • Transfer Out the pension pot to a different provider
  • Providing transfer Out details to Members/IFA
  • Calculation of member Protected Tax Free Cash

Any misses or delay on these tasks can lead to potential Financial, reputational & regulatory risk.

The team processes close to 3000 requests with creating close to 1500 letters and 1500 sales.

About Your Role

The role involves ensuring client instructions are dealt accurately and in timely manner. The individual is required to liaise with various teams across location to ensure priority work is completed on time and any potential issues are escalated in a timely manner to the Team Leader. Along with managing the daily work, the individual would also be required to pick up additional tasks and responsibilities efficiently including projects and SSE's. The individual should demonstrate a high level of commitment to customer service improvement and also showcase Fidelity values.

About You

  • Ensure that work allocated to you is completed in an accurate and timely manner. Assist the teams to meet the agreed SLA by timely allocation of work to the team members.
  • Updating member records in accordance with written procedures and direction given by your supervisor.
  • Issue routine correspondence using standard templates to the member ensuring that all legal and compliance requirements have been satisfied.
  • Ensure that Quality and Productivity standards are adhered to.
  • Liaise with internal departments to ensure priority work gets completed in time.
  • Handle mailbox and folder queries.
  • Identify and raise process improvement ideas and customer experience improvement ideas through WITS Programme.
  • Generate required reports and Statements as per the procedures.
  • Maintain compliance with confidentiality in handling client sensitive information.
  • Handle additional admin and process related responsibilities efficiently and proactively.
  • Escalate any potential issue in a timely manner and keep TL/AM abreast of the situation.

Experience And Qualifications Required

  • Understanding of mutual funds and other financial products offered in UK financial services market.
  • Candidate must possess good communication skills, customer centric approach & working well as a team player.
  • Strong knowledge of MS Excel, handling mailboxes using Outlook, PowerPoint .
  • Any experience of working in client services teams and interacting will clients through email/phone calls & prior knowledge of pensions process would be an added advantage.

Feel rewarded

For starters, we'll offer you a comprehensive benefits package. We'll value your wellbeing and support your development. And we'll be as flexible as we can about where and when you work - finding a balance that works for all of us. It's all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit

For more about our work, our approach to dynamic working and how you could build your future here, visit
Skills: Ms Excel, Mutual Funds, Communication Skills

Experience: 0.00-2.00 Years

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