Analyst is expected to learn all the work types and seamlessly adhere to all the defined metrics by ensuring accurate and timely delivery of review of Plan configuration and ongoing maintenance of the plans.
The Purpose of This Role
Accurate processing/configuration of Plan setup and Plan maintenance xtracs
Respond timely to operational requests submitted by our business partners
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 deliverables
Communicate project milestone feedback to all the concerned levels of the organization
The Value You Deliver
Strong attention to detail and Independent judgment is required as wrong decisions made can impact implementation live date, client relationship and participant experience.
Flexibility to quickly adapt to changes in product and processes. Demonstrated ability to manage multiple processes simultaneously
The Skills that are Key to this role
Technical / Behavioral
Good knowledge of MS Office applications
Working knowledge of systems equivalent to WPDT, XTRAC, FPRS etc.
Strong customer service skills and some experience working with internal business partners
The Skills that is good to have for this role
A prior experience of working on financial transactions is necessary
Exposure to Defined Contribution (US retirement service industry) will be a plus
Strength in analysis, research, and problem resolution
Excellent communication and presentation skills
How your work Impacts the Organization
FMRI SIG QC team reviews all the items processed by Service Installation Group (SIG) team. The Service Installation Group (SIG) establishes DC new plans with standard functionality and plan specific options on all Fidelity systems and also performs plan maintenance activities. SIG QC team predominantly supports qualified DC plans across ECM, MCM, TEM and LCM market segments and H.S.A Product.
Key Services include
Review of New Plan Setup – Configure a new plan on all Fidelity systems
Review of Plan Maintenance – Change existing options to expand plan provisions at the direction of the Project manager and the client
Review of HSA Configuration and Reconfiguration.
The Expertise we’re looking for
Graduate from a recognized university
Minimum 3 - 4 years of prior experience
Exposure to Defined contribution is mandatory
Fidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. FMR (Fidelity Management & Research) India is the Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully-functional unit at Chennai. To know more visit : FMR India
Location : Bangalore - EGL
Shift timings: 1:00 pm to 10:00 pm & 5:30 pm - 2:30am (rotational basis)