Transform client experiences as an Onboarding Specialist at Fidelity in Vancouver, BC. This hybrid role focuses on client documentation, relationship management, and operational efficiency.
Fidelity is seeking a detail-oriented Onboarding Specialist with 1-2 years of relevant experience. The ideal candidate will excel in managing client account openings while ensuring compliance. Key skills required include account administration, client service, and regulatory knowledge, which are vital in delivering seamless onboarding experiences.
Key Responsibilities:
• Prepare and process client account documentation
• Coordinate onboarding processes ensuring compliance
• Monitor onboarding progress and resolve client issues




• Act as first contact for client inquiries via phone and email
• Liaise with custodians on operational matters
Requirements:
• Completion of post-secondary education in Business or Finance
• 1-2 years of experience in a related field
• Solid knowledge of Mutual Fund Industry regulations
• Exceptional client service and interpersonal skills
• Successful completion of Canadian Investment Funds Course required
Leverage your expertise in onboarding processes to elevate client journeys at Fidelity.
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📌 Hybrid Onboarding Specialist Vancouver
🏢 Fidelity Canada
📍 Vancouver