PI & Advisory Operations Associate

Title: PI & Advisory Operations Associate

Department: Personal Investing (PI) & Advisory Operations - India Team for Germany

Location: Gurgaon, India

Reports To: Head of Personal Investing (PI) & Advisory Operations - India Team for Germany

Why Fidelity?

Department Description

The German Customer Operations department is part of Global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach). As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access additional resources and knowledge to continuously improve operational processes and follow a digital first approach.

Purpose of the Role

PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers core client set-up and maintenance activity.

Key Responsibilities

Set-up and maintenance of client accounts.

Maintenance of client details (e.g. name, address and bank details).

Deletion of client information.

Completion of data cleansing activities to adhere to data accuracy and consistency requirements.

Ensure that quality and productivity standards are adhered to.

Experience and Qualifications Required

Fluency in German and English

Good numeracy and attention to detail

Process and continuous process improvement knowledge

Client-centricity

High level of quality assurance and risk awareness

Motivation and collaboration

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.