Enhance client experiences as an Onboarding Specialist at Fidelity in Vancouver, BC. You will manage crucial onboarding processes with a focus on client documentation and relationship management in a hybrid work model.
At Fidelity, we prioritize helping Canadian investors achieve their financial goals through an exceptional client journey. The Onboarding Specialist, preferably with a solid background in account administration, will ensure seamless documentation and compliance during the onboarding phase. Our team values collaboration, client satisfaction, and cutting-edge solutions to meet investor needs.
Key Responsibilities:
• Process and prepare client documentation accurately
• Coordinate onboarding to ensure regulatory compliance




• Act as the first contact for client inquiries
• Maintain CRM records for prospects and clients
• Identify and resolve documentation gaps proactively
Requirements:
• 1-2 years experience in related fields
• Strong knowledge of mutual fund industry regulations
• Exceptional client service and communication skills
• Completion of Canadian Investment Funds Course required
• Bilingual English and French is an asset
Drive client satisfaction through effective onboarding and support skills at Fidelity in Vancouver.
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📌 Onboarding Specialist in Vancouver
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Vancouver