Process Specialist - Client Services

50 years

0 Lacs

Posted:2 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About The Opportunity

Job Type: PermanentApplication Deadline: 24 July 2025

Title

Customer Privacy Rights Request Specialist

Department

Client Services

Location

India

Reports To

Manager

Level

3We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

About Your Team

Customer expectations are ever growing in demands and the Client Services area is a key player in providing first line customer care. The vision of the department is to deliver a seamless, joined up experience to our customer and advisers when they want it, however they want it. Our role is to provide our clients and advisers with help, expertise and guidance on a range queries using the interactions to build strong relationships to develop trust in our business. We provide an important role in growing and evolving the business through active promotion of our products and services within these interactions. The way we operate is also key to creating a high level of engagement and job satisfaction from our employees helping to retain great talent within the organisation.

About Your Role

As a Customer Privacy Rights Request Specialist within Client Services you will primarily be involved in the processing of customer Subject Access Requests (SAR’s). These requests require detailed investigations on various systems to identify and collate information being held about a data subject and prepare it for sending to the authorised requestor within regulatory timeframes. The nature of this work requires the incumbent to have an exceptionally keen eye for detail in an organised and fastidious way whilst being comfortable working independently within a small group. The scope of this role is expected to develop over time to include processing other customer privacy rights such as Rights of Erasure.

Your Key Accountabilities

  • Support with the end-to-end data subject access requests including reviewing data, assess for personal data content, identify and redact information relating to data subjects other than the initial requestor
  • Engage with a variety of stakeholders to successfully collate and fulfil customer rights request within 30-day regulatory timescale
  • Extract customer personal data from various systems using OBIEE and other applications
  • Maintain effective record-keeping of Client Services privacy rights request
  • Work closely with Data Protection Compliance where request is complex
  • Support preparation of relevant responses to inquiries from the Information Commissioner Office (ICO)
  • Follow-up with internal stakeholders to obtain additional unstructured data such as Investigations & Intelligence, Complaints
  • Ensure investigation outcomes are disseminated and acted on appropriately
  • Prepare appropriate responses in a clear and intelligible format
  • Provide guidance on customer privacy rights
  • Assist with ad hoc awareness sessions across Client Services on Privacy Rights
  • Support with any other ad-hoc tasks that impact fulfilling customer rights request

About You

  • Must be highly motivated, well organised and able to produce and format accurate detailed information to a high standard
  • Experience of handling sensitive, confidential customer information
  • Ability to work under pressure, manage and prioritise key tasks, with a focus on delivering the within agreed deadlines
  • Understand the importance and impact of Data Protection Rights regulatory requirements
  • Enthusiastic, sense of urgency and hard working
  • Must have excellent written skills
  • Ability to escalate to the right team, at the right time
  • Willingness to challenge processes across Client Services and other departments
  • Competent Microsoft Word and Excel skills
  • Ability to work in a team as well as independently

Mandatory Requirements:

As a firm supporting activities linked to Fidelity’s UK-regulated business, FIL India applies high internal standards to ensure that our employees achieve and maintain the minimum competency as determined by us to discharge their responsibilities. Therefore, your continuity in this role depends upon achieving the required competency within 24 months from your official joining date.The criteria are to pass a specific exam, complete mandatory training as assigned, and continuously display the desired behaviours and skills expected from the role holder. The company will provide reasonable support in the achievement of the qualification. You are encouraged to discuss this with the hiring manager for additional details.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

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Fidelity International

Financial Services

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