Description
Title Data Implementation – Senior Associate
Department GPS Distributions
Location Bengaluru
Reports To Manager/Senior manager
Level 2
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 team and feel like you’re part of something bigger.
About your team
The primary purpose of the WI Operations – Implementation team is to ensure that new Fidelity WI Pension Plans e.g. Master Trust clients, offshore schemes, Group Personal Pension Plans & Section 32’s are established to agreed timescales and also project manage ongoing corporate actions. The team ensures that implementations & corporate action projects meet Fidelity quality, efficiency, and product definitions.
About your role The successful candidate will be responsible for covering all data aspects of establishing DC schemes with Fidelity and will support the team with any process or regulatory changes.
This will include providing the client initial and ongoing detailed support around all the data requirements for onboarding client data from initial implementation through to asset transfer. This will be throughout a variety of communication methods including Zoom meetings and email support. The role will require competent pension knowledge including Auto Enrolment, protections, such as Protected Tax-Free Cash and Crystallised Benefits, and regulatory requirements specifically around DC Pension Schemes. There will be a requirement to manage multiple projects and client requirements at one time.
The candidate is responsible for supporting the Implementation Project Manager in delivering to the client in an agreed timely manner and will be responsible for coordinating and executing all data related activity to onboard scheme members onto Fidelity’s Platform to an agreed timeline. They will need to be able to provide clear instructions to our internal teams processing the member account creations and asset transfers to ensure these are executed correctly.
They will identify any operational issues as they arise and make recommendations to the Project Manager and Client for any required changes. They will also be pro-active in determining any other needs or concerns of the client and Operations department and act on them accordingly.
This role includes an element of process ownership, the individual will support the Center of Excellence Change team in identifying process gaps and implementing changes within the team, as well ensuring procedures are up to date.
About you
Your skills and experience
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.
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