Senior Associate I, New Accounts Opening

2 weeks ago

Dalian, China 459 FIL Technology (Dalian) Ltd Full time

Description

Global Distribution Operations is an operational service center responsible for providing supports to Fidelity's clients in Asia Pacific, including Hong Kong, Taiwan, Korea and Singapore. The teams provide account administration services (including account opening, account maintenance, dealing, settlements, cash match, payment handling etc.) to clients of different business channels in the region, including banks, brokerage firms, IFAs, insurance companies, high net-worth direct, retail direct, institutional. The product range supported includes Fidelity SICAVS funds, monthly dividend funds, 3rd party funds. As some of the processes for the Asian clients are supported out of the UK head office, it is also the responsibility of the teams to communicate with the UK Operations teams to achieve operational excellence. In addition, the teams work very closely with the various Oversight teams (Legal, Compliance, Internal Audit, Corporate Security/AML, and Risk) in the region to implement Oversight requirements.

Purpose of your role

To handle operational tasks such as new client account opening, account maintenance or other operational processes etc for our clients mainly within Asia-pacific regions and to ensure compliance of regulatory requirements of local countries and our internal Anti-Money Laundering procedures and policies.

Key Responsibilities

Handle new clients onboarding set up and maintenance based on customer instruction and company policies or procedures, including Hong Kong, Taiwan, Singapore and Korea across APAC regions Set up and maintenance Ongoing commissions and Initial Commissions/Charges Handle enquiries from business per service level Complete all the customer requests and tasks assigned within the required timeframe Follow up on outstanding issues and problems and escalate when appropriate Ensure daily workflow are complied with Legal, Risk, Compliance policy and local regulatory requirements Ensure all Anti-Money Laundering and Gatekeeper rules are being followed and procedures are being updated accordingly Ongoing liaison with other departments in Hong Kong, Korea, Singapore and Taiwan to ensure a smooth workflow and all daily tasks are performed timely and accurately Working hours are 9:00 am to 6:00 pm (Monday to Friday) May need to work extra hours based on operational requirements May need to work on public holidays Any other tasks assigned by your line manager

Experience and Qualifications Required

Bachelor or higher degree (preferably in Finance, Accounting, but not limited to) Fluent in English (CET-6 or above) Good team player Strong analytical skills, good logical thinking, problem-solving ability (including the ability to understand complex issues, manage and resolve complex operational issues) with proven business analysis and project co-ordination experience Self-motivation is essential, should demonstrate commitment to high quality design and development, results driven, and independent Good communication skills, ability to develop & maintain working relationships with a number of stakeholders Good time management ability

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.

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