Accelerate client satisfaction as an Onboarding Specialist with Fidelity in a hybrid role based in Vancouver, BC. Manage client documentation and onboarding processes to enhance client experiences. Fidelity is seeking a dedicated Onboarding Specialist who plays a crucial role in ensuring a seamless onboarding experience for clients.

This position requires expertise in account administration, effective communication, and compliance with regulatory requirements. You will collaborate with the Wealth Advisors while utilizing your strong organizational skills to streamline client interactions. Key Responsibilities:

- Prepare and process client account applications
- Ensure compliance during onboarding and account opening




- Verify and review all client documentation
- Follow up proactively with clients and advisors
- Maintain accurate client records in the CRM system

Requirements:

- 1-2 years of related work experience required
- Completion of Canadian Investment Funds Course or CSC required
- Solid detail-oriented and organizational skills
- Knowledge of Mutual Fund Industry regulations
- Ability to work in a fast-paced environment

Deliver exceptional client onboarding experiences while supporting Fidelity’s innovative financial services team.

📌 Hybrid Onboarding Specialist Vancouver
🏢 Fidelity Canada
📍 Vancouver