23 Sep
|
Fidelity International
|
Toronto
23 Sep
Fidelity International
Toronto
What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration. The successful candidate must have a robust background in portfolio administration and operations. In this role, the Wealth Associate will play a crucial part in managing client onboarding process. As a Wealth Associate, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating responsibilities listed below. How You’ll Make an Impact Advisor Support and Client OnboardingWork collaboratively with the Advisor to satisfy client needs in a timely, responsive manner Prepare and present reports and recommendations to clients based on Advisors direction Prepare and process client documentation, including
📌 Wealth Associate (Toronto)
🏢 Fidelity International
📍 Toronto