Elevate client interactions as a Client Experience Specialist at Fidelity Canada, where you'll work in a hybrid role from Toronto. Deliver operational excellence while supporting clients' needs and building robust relationships.

At Fidelity Canada, we prioritize enhancing the client experience for our esteemed advisor partners. As a Client Experience Specialist, your operational expertise will play a pivotal role in resolving inquiries and ensuring seamless service delivery. This hybrid role offers the chance to refine your skills and contribute to our evolving Client Experience Team.

Key Responsibilities:
• Respond to client inquiries proactively and effectively
• Collaborate with Client Experience Managers on case resolutions




• Attend advisor events and client meetings as necessary
• Lead special projects and reporting initiatives
• Promote current systems and services to clients

Requirements:
• Minimum of 18 months in mutual fund services
• Experience in customer relationship management preferred
• 1-year experience in inbound call inquiries
• 1-year experience in transaction processing
• College diploma or equivalent experience required

Make an impact at Fidelity Canada, where your relationship management skills enhance client satisfaction and operational success.
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📌 Client Experience Specialist at Fidelity Canada (Alberta)
🏢 Fidelity International
📍 Alberta