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 Onboarding
- Work 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
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.