Fidelity International

Financial Services

Associate-CustomerRelations

₹7–10L ~AI est. Gurugram, India FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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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