Join Fidelity in Vancouver, BC as a Client Onboarding Specialist and enhance client interactions through effective onboarding. This hybrid role emphasizes attention to detail and service excellence.
As part of a devoted team at Fidelity, you will be instrumental in ensuring clients have a smooth onboarding experience. With a focus on client documentation and account administration, the role requires a comprehensive understanding of regulatory requirements and the ability to troubleshoot issues. Your contributions will directly impact client satisfaction and operational success.
Key Responsibilities:
• Prepare and verify client applications and transfer requests
• Ensure compliance throughout the onboarding process




• Follow up with clients and advisors proactively
• Maintain accurate client records in CRM
• Identify risks in documentation and contribute to improvements
Requirements:
• Post-secondary education in Business, Commerce, or Finance
• 1-2 years of relevant work experience
• Robust grasp of back-office processing and regulations
• Excellent writing and organizational skills
• Completion of Canadian Securities Course required
Drive impactful onboarding solutions at Fidelity while fostering strong client relationships.
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📌 Client Onboarding Specialist at Fidelity (Vancouver)
🏢 Fidelity Canada
📍 Vancouver