AddressJob Description:
Job Title – Analyst – DC Implementation
Job is to support Project Managers onboarding new clients successfully by working with multiple stake holders within Implementations.
The Purpose of This Role
Volume Submitter Team’s main role is to support Project Managers. The team works with multiple stakeholders across Implementations & Operations such as Plan Consultants, DCC, SIG, CA, Content, Money In & Out at various stages of the Implementation life cycle as part of getting the Client onboard.
The Value You Deliver
Accurate processing /understand configuration of plan setup and plan maintenance
Respond timely to operational requests submitted by relationship managers/Service Installation Group (SIG) implementation managers
Perform complex problem resolution and root cause analysis
Identify process improvement opportunities
Meet and exceed all internal targets arrived based on the service level agreement
Manage all aspects of the Project Life Cycle (PLC) deliverables
Communicate project milestone feedback to all the concerned levels of the organization
The Skills that are Key to this role
Technical / Behavioral
You should have Excellent communication skills and ability to interact with all levels of end users and technical resources
You need to be Robust with attention to detail and independent on judgment
You have to Demonstrate ability to understand multiple processes simultaneously
You should be well versed with the MS Office Suite ( Sound knowledge on usage of Power point & Excel)
The Skills that are Good To Have for this role
Experience around Partner Interaction – On call / Video
Exposure to US Retirement Service Industry with sound knowledge around DC Product offerings
How Your Work Impacts the Organization
Your role is very critical within the Implementation life cycle since you will be working with multiple stakeholders ensuring there is a smooth transition of the client on to Fidelity records. This involves generating notices, providing directions to downstream teams around Plan setup and preparing drafts on Conversion strategies around getting Assets.
BU Overview to be updated here –
The Defined Contribution (DC) Implementation is an important arm of DC – Operations, that is primarily responsible for on-boarding of clients to Fidelity platform and on-going maintenance of DC plans. The team offers variety of services to its clients through re/configuration of plans, quality assurance, contract amendment, asset movement and liquidation etc. It also supports client consultation to plan sponsors/advisors or designated plan administrators in helping them move data/liquidate assets by being a part of the global team model.
The Expertise We’re Looking For
2+ years of DC Experience
Graduate
RPF Certified ( ASPPA)
Location : Bangalore – EGL
Shift timings: 1:00 pm – 10:00pm
Certifications:
At Fidelity, building a better financial future— for everyone— is our mission. For the last 75+ years, our privately-held company has remained committed to supporting our clients throughout their lifelong financial journeys.
Our formula is simple: we support our team, and they support our customers. That culture begins with our employees, whose personal and professional growth is key to our collective success. In keeping with that legacy, our privately-held company offers associates career stability and security, while at the same time encouraging your professional exploration and growth. At Fidelity India, we are proud to continue that legacy. With offices in Bangalore and Chennai, our Indian branch is now celebrating 20 years as a Global Capability Center. To find out more, visit India.Fidelity.com, or our global site at FidelityCareers.com.
Fidelity Investments is an equal opportunity employer, and whenever possible we accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at@accommodations@fmr.com or call 800-835-5099 for more information
