FTC Associate - Re-Reg & Transfers

Responsibilities

• Manage the transfer of client holdings from other plan managers and facilitate re-registration processes.
• Process large, volatile volumes of data within strict deadlines while maintaining high accuracy standards.
• Drive initiatives toward process enhancements and maintain daily Management Information (MI).
• Identify operational issues and participate in discussions to implement effective resolutions.
• Manage process escalations independently and maintain accurate records of all checks performed.
• Handle ad-hoc business requirements and work toward achieving role-specific competency models.

Requirements

• Proven ability to process large volumes of work with high attention to detail.
• Strong problem-solving skills and a proactive approach to service improvement.
• Excellent communication skills.
• Ability to work flexibly in shifts to meet business needs.
• Self-motivated with the ability to work independently and manage escalations.

About the Company

Fidelity International offers world-class investment solutions and retirement expertise. As a privately-owned, independent company, we are driven by the needs of our clients to deliver innovative solutions for a better future. We value honesty, respect, and innovation, empowering our people to challenge the status quo and make a difference.