Financial services client account specialists at Fidelity resolve high-priority issues, coordinate internal partners, and strengthen service outcomes across Canadian brokerage relationships.

Fidelity Clearing Canada is seeking a Strategic Account Associate with three years of relevant experience. You will serve as a client contact for complex concerns while understanding business lines, structures, and product suites. The position combines relationship management, solution analysis, reporting, and collaboration across FCC departments.

Key Responsibilities:
Serve as primary contact for complex client escalations
Ensure timely, accurate, productive issue resolution
Identify client requirements for product improvements




Facilitate Statements of Work for billable activities
Provide client insights to support management strategy development

Requirements:
Three years in financial services client service or operations
Solid knowledge of FCC Operations and offerings
Ability to analyze information and evaluate alternative solutions
Excellent verbal and written communication abilities
Canadian Securities Course or bilingualism considered assets

Use brokerage knowledge, client judgment, and explicit communication to manage complex service needs for Fidelity Clearing Canada clients.

📌 Financial Services Client Account Associate Toronto
🏢 Fidelity International
📍 Toronto