Fidelity Client Service Representative Role (Ontario)

Fidelity Client Service Representative Role (Ontario)

21 Sep
|
Fidelity International
|
Ontario

21 Sep

Fidelity International

Ontario

Join Fidelity as a Client Service Representative in an engaging remote role focused on delivering outstanding client support. Collaborate with internal teams to achieve financial clarity for clients.

Fidelity Canada is looking for team members for its Client Service and Processing teams on a contract until April 2027. This position requires availability for rotating shifts while facilitating client engagement and transaction management. Strong command of English is essential, and French is preferred for candidates in Quebec.

Key Responsibilities:
• Execute financial transactions accurately for diverse clients
• Ensure quick resolutions for any client inquiries
• Support investment strategies for advisors and their clients




• Provide exceptional service in a collective team environment
• Record and maintain detailed transaction processes

Requirements:
• Post-secondary education or equivalent experience
• Strong English communication skills; French for Quebec roles
• Detail-oriented with a client-centric mindset
• Ability to analyze and address client needs
• Flexible and eager to learn current technologies

Deliver your expertise and client dedication in this vital Fidelity role.
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📌 Fidelity Client Service Representative Role (Ontario)
🏢 Fidelity International
📍 Ontario

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