Base Career helps you apply smarter for this job.
Job Title – Senior Process Specialist
Under general supervision, the associate will be responsible for accurate and timely processing of pension calculations of Low to High complexity 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.
Pension calculation based on customer request received through Customer Service Group or online request.
Process various types of pension benefit requests like estimates, termination benefits and final benefits.
Benefit calculation should be performed by referring to the plan guidelines for respective clients.
Identifying the calculation related 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)
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
Chennai, IND
Bengaluru, IND
Bengaluru, IND
Bengaluru, IND
London, GBR
London, GBR
London, GBR
Bengaluru, IND
Provide back-up coverage for other transaction processors, as needed
Excellent verbal and written communication skills required.
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 mind set – Customer or Participant focus
Strong PC Software skills (i.e., Excel, Outlook, and Word)
Strong interpersonal 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
Client Service Manager
Assists with Client Issues/Inquiries specific to calculations
Daily
Operations Deliver Leader
Employee Resolution
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
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.
Bachelor’s Degree (Mathematics, Finance or Business) or equivalent is required
Actuarial background is preferred
Learn about our guidelines for use of AI when applying for a Fidelity job
Provider of investment, retirement, and financial planning services.
Visit company websiteJobs and hiring trendsFull-time
Senior
Onsite
Apply faster on company sites with our extension.