Senior Associate, New Accounts & Pricing, Global Transfer Agency
Fidelity Investments Canada · Dalian
About the Opportunity
Job Type: PermanentApplication Deadline: 31 December 2026Job 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.
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