Onboarding Specialist

Onboarding Specialist page is loaded## Onboarding Specialist locations:
Toronto Office time type:
Full time posted on:
Posted 2 Days Agojob requisition :
J63931#
** Job Description
***
* Please Note:

**
* *** You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.***
* *** Current work authorization for Canada is required for all openings.
***** Who We Are
** At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years.  We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients.  As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
** What We Do
** The Onboarding Specialist plays a critical role in delivering a seamless and exceptional client experience during the initial stages in managing the client onboarding process. The successful candidate must have a strong background in account administration and operations.
** How You’ll Make an Impact
**** Client Onboarding and Documentation
*** Prepare and process client documentation, including account applications and transfer requests
* Coordinate client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements
* Collect, review, and verify all client documentation
* Monitor onboarding progress, proactively following up with clients and advisors to resolve issues
* Work collaboratively with the Wealth Advisor to satisfy client needs in a timely manner
** Client Relationship Management
*** Act as the first point of contact via phone and email for client inquiries
* Build and maintain accurate prospect and client records in CRM system
* Support Wealth Advisors in delivering a positive client experience
** Administration and Process Enhancement
*** Liaise with the custodian on day-to-day operational matters (Account opening, Transfer initiation and monitoring)
* Identify potential risks or gaps in documentation that may affect client satisfaction or account setup
* Contribute to continuous improvement initiatives aimed at enhancing client onboarding experience
* Stay updated on industry trends, regulations, and best practices related to financial advisory services
* Ensure regulatory compliance and escalate any issues
** What You’ll Need
*** Strong industry, product and knowledge of various back-office processing
* Exceptional writing, interpersonal and client service skills
* Detail-oriented with superior organizational skills and the ability to prioritize tasks
* Team player with the ability to collaborate with cross-functional teams
* Understanding of Mutual Fund Industry, regulatory and government rules/regulations
* Ability to work in a fast-paced, evolving environment crossing multiple channels and/or work streams
* Enjoys wearing many hats, rolling up sleeves and getting things done
* Knowledge of Fidelity Clearing Canada product offerings would be an asset
* Bilingual (English and French) would be an asset
** What We’re Looking For
*** Completion of post-secondary education with a focus in Business, Commerce or Finance required, or equivalent work experience
* 1-2 years of work experience, in a related field
* Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) required.
** Fidelity Canada is an equal opportunity employer
** Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other…