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Fidelity International

Investment management and retirement solutions provider

Senior Associate - New Accounts & Pricing, Global Transfer Agency

Business OperationsConfirmed live in the last 24 hours
Full-timeDalian, Liaoning, ChinaNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or above is required; Finance, Accounting, Business, or a related discipline is preferred.
  • Three to five years of relevant experience in financial services, operations, compliance, or client onboarding is required.
  • Hands-on exposure to Client Due Diligence (CDD), Know Your Customer (KYC), and regulatory requirements is preferred.
  • Fluency in written and spoken English is required.
  • Ability to manage multiple priorities and deliver results within tight timelines is required.

Responsibilities

  • Manage client onboarding, account maintenance, commission administration, and other operational activities across the Asia-Pacific region.
  • Collaborate with Business, Compliance, Risk, and Operations teams to ensure client requests are processed accurately, efficiently, and in accordance with regulatory and internal policy requirements.
  • Provide operational support for client onboarding, commission processing, and other client-related activities across the Asia-Pacific region.
  • Ensure processes are executed accurately and comply 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 the Company

Fidelity International

Investment management and retirement solutions provider

Fidelity International provides investment solutions and retirement expertise for institutions, individuals, and their advisers around the world. It offers a range of investment management services, personal investing platforms, and retirement savings products, using both its own funds and third-party options. Clients access these tools to pursue long-term financial goals, with revenue coming from management and advisory fees. The company integrates sustainability and responsible investing into its operations and investment processes, aiming to deliver long-term, sustainable outcomes for clients. The goal is to help clients build better financial futures and maintain financial health over time.

Company size
5,001-10,000
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1969

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