Become part of Fidelity's onboarding team in Toronto with a hybrid work schedule. As an Onboarding Specialist, you'll ensure a seamless client experience right from the beginning.
In this crucial role, you'll handle client documentation, oversee onboarding processes, and enhance client relationships. Your expertise in account administration and operations will be invaluable as you prepare and verify documents while maintaining compliance. This role requires solid interpersonal skills to assist both clients and Wealth Advisors effectively, contributing to overall client satisfaction throughout the process.
Key Responsibilities:
• Prepare and process account applications and transfer requests
• Coordinate client onboarding, ensuring compliance and accuracy
• Review and verify all client documentation thoroughly
• Act as primary contact for client inquiries via email and phone
• Support Wealth Advisors in enhancing client experiences
Requirements:
• 1-2 years of experience in related fields required
• Knowledge of the Mutual Fund Industry and regulatory requirements
• Exceptional writing and organizational skills
• Strong attention to detail and multitasking ability
• Completion of Canadian Investment Funds Course or Canadian Securities Course
Bring your operational expertise and client-centric approach to Fidelity’s onboarding team in Toronto.
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