Associate - Client Account Management - GPS Delivery

About the Opportunity Job Type: Permanent Application Deadline: 05 August 2026 Job Description                                                                                                  Title                 Associate - Client Account Management - GPS Delivery Department       Global Platform Services Location          Bengaluru Reports To       Team Lead/Assistant Manager Level                Grade 1 About Fidelity International We’ve been helping clients plan and save for their futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term. And today, building on the security of private ownership and our clear sense of purpose, we’re growing our business like never before. Join us and you’ll be part of the progress we’re making. In our welcoming, caring culture, you’ll work with all kinds of people to find new and better ways to help our clients. Your views will be valued, and your professional goals will be supported. And you’ll discover a positive, inclusive environment where you’ll be free to be yourself. About your team Client and Account Maintenance capability aims to achieve operational excellence and deliver a rich experience to our customers when engaging with FIL. This will primarily include identifying our customers uniquely across GPS and digitally transforming customer management and maintenance processes for our end-customers, advisers & member accounts alike. This capability is accountable for RTB (Operations) of Client and account management processes as well as Change through technical and engineering expertise. The Capability will be the delivery engine to deliver solutions for our GPS customers. The function is responsible for carrying out all instructions of clients from Account set-up, dealing investments, switch, redemption to Reregistration and Transfers completion. All these activities need to be done accurately, swiftly and in full accordance with Fidelity's stringent regulatory requirements. The activities also include AML, Legal and Deal amendment tasks. The function’s underlying spirit is to be brilliant at basics and to provide excellent customer service to help the origination achieve it purpose. Continuous improvement is also one of the guiding principles that the function lives and operates by in the ever-changing environment. About your role The role of the Process 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 ensure quality of 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 able to review and update process documents independently Should be able to drive