Job Description
Title Senior Associate, New Accounts & Pricing, Global Transfer Agency
Department Record Keeping Platform
Location Dalian, China
Reports To Assistant Manager
Level Transfer Agency 2
We’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
Provide operational support for client onboarding, commission processing, and other client-related activities across the Asia-Pacific region. Ensure all processes are executed accurately and in compliance with local regulations, internal controls, and Anti-Money Laundering (AML) requirements. Partner with stakeholders across Operations, Compliance, and Business teams to deliver efficient services, manage risks, and drive process improvements.
About your role
The successful candidate will be responsible for managing client onboarding, account maintenance, commission administration, and other operational activities across the Asia-Pacific region. This role requires close collaboration with Business, Compliance, Risk, and Operations teams to ensure all client requests are processed accurately, efficiently, and in accordance with regulatory and internal policy requirements.
About you
- Bachelor's degree or above, preferably in Finance, Accounting, Business, or related disciplines.
- 3-5 years of relevant experience in financial services, operations, compliance, or client onboarding functions, with hands-on exposure to Client Due Diligence (CDD), KYC, and regulatory requirements preferred.
- Fluent in English (written and spoken).
- Proven ability to manage multiple priorities and deliver results within tight timelines.
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.
Skills Required
- Bachelor's degree or above
- Degree in Finance, Accounting, Business, or a related discipline
- 3-5 years of relevant experience in financial services, operations, compliance, or client onboarding
- Hands-on exposure to Client Due Diligence, KYC, and regulatory requirements
- Fluent written and spoken English
- Ability to manage multiple priorities and deliver results within tight timelines
Fidelity International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity International and has not been reviewed or approved by Fidelity International.
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Parental & Family Support — Family leave and carers’ support are emphasized via equalized paid parental leave globally and enhanced maternity/adoption policies. Inclusive provisions also cover carers’ leave and compassionate leave to support diverse family needs.
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Healthcare Strength — Healthcare benefits and private medical insurance are consistently highlighted as part of the core package across locations. Wellbeing resources, including an Employee Assistance Programme and menopause support, reinforce the depth of health coverage.
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Retirement Support — Pension and retirement savings are positioned as a strong element of the total package in multiple markets. Retirement design is frequently cited alongside paid time off and flexibility as part of a solid overall offer.
Fidelity International Insights
What We Do
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures. *Data as of 31 March 2021
