Fidelity International
Financial Services
Associate-CustomerRelations
Neural analysis suggests this role is
optimal for Entry candidates.
“Associate - Customer Relations at Fidelity International. Skills: Customer support, Client services. Handle customer interactions through a range of channels. Understand customer needs to provide solutions”
What You'll Achieve.
Ensure customer interaction feels well spent; Ensure customer takes away new knowledge
Industry & Context.
Issue resolution
What They're Looking For.
Must Have
Handle customer interactions, Take ownership of customer interactions, Explain UK products & services, Maintain quality standards, Adhere to call process, Manage customer complaints, Adhere to escalated complaints process, Accurately record interaction details, Ensure performance in line with goals, Take personal responsibility for attendance, Escalate risk, fraud or vulnerable customer situations, Maintain training and competency records
What You'll Do.
Handle customer interactions through a range of channels
Understand customer needs to provide solutions
Take ownership of every customer interaction
Ensure issues and enquiries are resolved
Explain UK products & services
Provide guidance on tools and information sources
Empower customers to self-serve
Maintain relevant quality standards
Validate the query and required response
Avoid breaches and errors
Adhere to the call process
Apply best practice in call introduction
Apply best practice in query identification
Apply best practice in resolution
Apply best practice in call closure
Acknowledge and manage customer complaints
Strive to achieve early resolution
Adhere to the escalated complaints process
Furnish all necessary information on templates
Support further investigation
Accurately record details of interactions
Drive analysis on contact drivers
Identify opportunities for improvement
Ensure performance is in line with agreed goals
Meet targets for call quality
Meet targets for resolution rate
Meet targets for average handling time
Meet targets for customer feedback scores
Progress through the competency framework
Take personal responsibility for attendance
Take personal responsibility for punctuality
Ensure adherence to protocols in notification of absence
Quickly escalate risk
Quickly escalate potential fraud
Quickly escalate vulnerable customer situations
Ensure escalation to the appropriate person
Maintain training and competency records
Full Job Description
# **About the Opportunity** Job Type: Permanent Application Deadline: 07 June 2026 Title: Associate - Customer Relations Department: Client Services Location: Gurugram, India Reports To: Team Lead About Fidelity International 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 Client Services team and feel like you’re part of something bigger. Department overview Customer expectations are ever growing in demands and the Client Services area is a key player in providing first line customer care. The vision of the department is to deliver a seamless, joined up experience to our customers and advisers when they want it, however they want it. Our role is to provide our customers and advisers with help, expertise and guidance on a range of queries using the interactions to build strong relationships to develop trust in our business. We provide an important role in growing and evolving the business through active promotion of our products and services within these interactions. The way we operate is also key to creating a high level of engagement and job satisfaction from our employees helping to retain great talent within the organisation. What you’ll do As an associate within Client Services you will join our team in providing first line support to our customers, advisers and members. The focus of the team is to help our customers manage their investments with ease, providing knowledge and guidance to help support them in the future, the majority of which are received through incoming calls. The work can include anything from basic information requests to complex queries and once you have joined you will go on a journey - progressing through our competency-based framework. You will start off by learning how to service our customers, quickly moving to taking incoming calls providing basic information to start honing your
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