Our Team
FTC-AssociateClientAccountManagement
Neural analysis suggests this role is
optimal for Mid+ candidates.
“FTC- Associate Client Account Management at Our Team. Skills: Client account management, Process management, Quality control. Process work items accurately. Quality check work items”
What You'll Achieve.
Achieve service levels accurately; Resolve issues to satisfaction; Achieve competency model
Industry & Context.
Problem solving
Offshore shifts
What They're Looking For.
Must Have
Process work items accurately, Quality check work items, Resolve individual issues, Complete assigned projects, Liaise with other departments, Understand Fidelity products, Gain regulatory knowledge, Maintain up-to-date procedures, Train team members, Review process documents, Manage process escalations, Process large volumes accurately, Maintain high standards of accuracy, Attention to detail, Excellent communication skills, Flexible to work offshore shifts, Handle ad-hoc requirements
Nice to Have
Knowledge on stats and reporting
What You'll Do.
Process work items accurately
Quality check work items
Take ownership of issues
Ensure issues are resolved
Complete assigned projects
Perform testing prior to changes
Liaise with other departments
Develop understanding of products
Develop understanding of clients
Gain regulatory knowledge
Maintain regulatory knowledge
Inform supervisor of work
Escalate issues or risks
Keep procedures up-to-date
Implement new procedures
Train team members on tasks
Review process documents
Update process documents
Drive innovation in team
How You'll Work.
Team & Collaboration
Liaison with other departments
Communication Scope
Excellent communication
Process & Methodology
Project completion
Full Job Description
# **About the Opportunity** Job Type: Fixed Term Contractor Application Deadline: 10 June 2026 * Title FTC Associate - Client Account Management Department Client Account Management Location India Level Grade 1 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 We triage & capture the data of all instructions and documents received via paper, secure msg, phones, upload & send etc for Retail & DC clients. Along with this we return original Legal/AML documents to the senders. We also help re-routing of instructions within alternate teams. About your role The role of the Associate is to gain a detailed understanding of the process, conduct trainings, drive initiatives, take part in projects, maintain team MI, perform quality checks, keep an accurate record of the checks, identify issues and participate in discussions to agree actions to resolve issues identified. • To be able to process work items within agreed service level accurately • To quality check all work items the same day and report any errors • Taking ownership of individual issues and ensuring that they are resolved to the satisfaction of the customer • Completing projects as assigned including Testing prior to any system changes • Liaison with other departments across sites • Develop an understanding of Fidelity’s products and businesses as well as the internal and external clients • To gain regulatory knowledge and ensure knowledge is maintained • To keep the supervisor(s) informed of work in progress and escalate any issues/risks which may impact daily work and SLAs • To ensure knowledge of procedures are kept up to date and any new procedures implemented • Knowledge on stats and reporting would be added advantage • Should be able to train the team members on critical tasks • Should be
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