Process Specialist – IBQ

Job Description:
 

Job Title – Process Specialist – IBQ

A highly motivated person who likes to perform the job by following the documented procedure and enjoys challenging working environment    

The Purpose of This Role

To determine rightful beneficiaries and their respective benefits across products like (DB, DC, & H&W) for US retirement plans and health benefits.

The Value You Deliver

• Process benefits across various products (DC/DB/HW/CESG).
• Ensure accurate processing of allocated work with 100% efficiency
• Interact and coordinate with different groups within Fidelity via email to ensure the SLA timeframes are met.
• Work proactively with internal and external stakeholders to ensure client satisfaction.
• Willing to work in US shift timings

The Skills that are Key to this role

Technical / Behavioral

• Excellent verbal and written communication skills required.
• Strong Comprehension skills. Good at interpretation of plan documents.
• Strong Problem Solving Skills and implementing solutions
• Logical reasoning and Analytical thinking
• Service mid set – Customer or Participant focus 

The Skills that are Good To Have for this role

• Strong organizational skills and attention to detail
• Ability to learn and adapt to changes and new processes
• Motivated and committed to excellence; positive attitude and “can do” work ethic.

How Your Work Impacts the Organization

The Integrated Beneficiary Qualification (IBQ) team is responsible for qualifying beneficiaries and determining whether a distributable benefit available, when notified of the death of a recordkeeping client’s current or former employee. The IBQ team utilizes a variety of Fidelity systems (FPRS, DBCS, HOBS, Xtrac, Omnipay, Sparks (stock plan services), etc.) to ensure that survivor benefits are processed accurately — within expected turnaround time.  The team interacts and coordinates with  different groups within Fidelity as well as external vendors to process the cases.

The Expertise We’re Looking For

• Bachelor’s Degree (Mathematics, Finance or Business) or equivalent work experience
• At least 2 years of experience in a research and resolution process
• Experience in Pension or Insurance/Underwriting Services or related financial process experience preferred

Location : Bangalore – EGL

Shift timings: Mid-day and Night shift

Certifications:

Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity India has been the Global Inhouse Center of Fidelity Investments since 2003 with offices in Bangalore and Chennai. For information about working at Fidelity, visit India.Fidelity.com.

Fidelity Investments is an equal opportunity employer.