Client Onboarding Specialist

Shape client journeys as a Client Onboarding Specialist in Toronto's Fidelity branch, working in a hybrid model. You'll facilitate a smooth onboarding process through effective documentation and client support.

As part of Fidelity’s team, you will play a crucial role in managing client onboarding and enhancing the overall client experience. Your responsibilities will include verifying documentation, monitoring onboarding progress, and addressing client queries promptly. A strong grasp of regulatory requirements and exceptional client service skills will be essential in this role.

Key Responsibilities:

• Collect and verify all client documentation accurately

• Monitor onboarding progress and resolve outstanding issues

• Build and maintain client records in the CRM system

• Liaise with custodians regarding account matters

• Contribute to improvement initiatives for onboarding processes

Requirements:

• 1-2 years’ work experience in a similar role

• Post-secondary education in Business, Commerce, or Finance

• Familiarity with Mutual Fund Industry regulations

• Detail-oriented with strong organizational abilities

• Successful completion of IFIC or CSC required

Deliver exceptional onboarding experiences that position Fidelity as a leader in client services.
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