Fidelity International
Financial Services
ProcessSpecialistFTC
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Process Specialist FTC at Fidelity International. Skills: Sales support, Client retention, Process management. Support sales team. Identify new opportunities”
Industry & Context.
Data driven recommendations
What They're Looking For.
Must Have
4 years DB/DC Pensions Administration experience, Knowledge of pension regulations, Client facing experience, Advanced MS Office including PowerPoint
Nice to Have
Project Management experience, Understanding of FIL services, Professional qualifications
What You'll Do.
Identify new opportunities
Maximise existing opportunities
Support sales understanding
Support sales and intake process
Prepare due diligence questionnaires
Manage site visit process
Gather detailed requirements
Handover to implementation
Assess new business opportunities
Evaluate contribution flows
Evaluate existing assets
Build relationships with consultants
Build relationships with clients
Support client rebid proposals
Support retention proposals
Support clients with information requests
Facilitate client audits
Act as subject matter expert
Walk auditors through processes
Walk clients through processes
Walk consultants through processes
Produce client focused response
Liaise with stakeholders
Utilise Q&A repository
Improve Q&A repository
Define self-serve capabilities
Develop self-serve capabilities
Demonstrate positive behaviours
Assist in embedding culture change
How You'll Work.
Team & Collaboration
Working with Sales team; Liaising with internal stakeholders; Working alongside internal teams; Working with Propositions team; Collaborating with other FIL teams
Communication Scope
Written communication; Listening skills; Client presentations
Process & Methodology
Process improvement methodologies
Full Job Description
# **About the Opportunity** Job Type: Fixed Term Contractor Contract duration : 11 months. Application Deadline: 20 June 2026 **Job Description** **Title Process Specialist FTC** **Department GPS Service Excellence Centre** **Location Bangalore** **Reports To Client Support Senior Manager** **Level Grade 3** Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals. Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first. **About your team** Within GPS Distribution Service and Support, the Service Excellence Centre is a multi-channel department that consists of three main functions; Client Support, Client Enablement and Change and Governance. We promote a culture of inclusion, collaboration, empowerment and delivery. * The Client Support function works with new and existing clients, internal Stakeholders and third parties to deliver scalable service and support that is consistently of the highest quality, utilising industry best practice. * The Client Enablement function’s primary focus is to produce reporting for clients, internal stakeholders and third parties, focusing on a consistent and high quality delivery. * The Change and Governance function facilitates employees solving their daily challenges and breaking down silos. We provide the framework for continuous improvement, collaborating initiatives in the pursuit of excellent client service. **About your role** The pur
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