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Job Details

Primary Location:

Bangalore, KA IN



Job Level:

Individual Contributor

Education Level:

Bachelor's Degree (±16 years)

Job ID:


Job Description

Specialist - Operations Processing

Business Unit Overview


Defined Benefits, Health & Welfare Operations and Implementations group supports our business partners in the US in servicing corporate / institutional customers in benefits administration vertical. This involves moving the customers to the Fidelity platform and supporting their on-going record-keeping needs. This is done through a series of processes, both technical and non-technical, that helps a customer to use our products and services.  The Defined Benefits arm of Fidelity provides administration services to many organizations in the US. This service offering is a part of Fidelity's total benefit outsourcing business.


Role Description


  • Associate will be responsible for accurate and timely calculation of pension of low to high complex work.

  •  Associate must learn and process financial transactions on client database.

  • Work closely with upstream and downstream processes for the overall service to the end client / participant.

  • Send out projection calculation of retirement benefits and forms to participants on request

  • Processes final calculation once the participant/ beneficiary decide to commence his/her benefits and the forms are processed by retirement initiation team

  • Calculate and review pension benefits for plan participants


Candidate Description

  • Excellent logical reasoning and analytical thinking

  • Good MS Office skills

  • US Defined Benefits knowledge is preferred


Behavioral Attributes


  • Excellent communication skills and ability to interact with all levels of end users and technical resources

  • Strong attention to detail and independent judgment

Education and Experience
  • Graduate in any stream
  • Minimum 2 years of experience in a research and resolution process/ pension or insurance/underwriting services or related financial process experience is mandatory
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