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 • Strong 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 robust client relationships. #J-18808-Ljbffr

📌 Client Onboarding Specialist at Fidelity (Winnipeg)
🏢 Fidelity Canada
📍 Winnipeg