Hybrid Onboarding Specialist at Fidelity

Elevate client experiences as a Hybrid Onboarding Specialist with Fidelity Canada in Toronto. Utilize your operational skills to improve the client onboarding journey throughout various channels.

In this critical role, you will facilitate account openings, prepare documentation, and ensure compliance with regulatory requirements. Your detail-oriented mindset will help manage client inquiries while supporting Wealth Advisors in their efforts to deliver outstanding service.

Key Responsibilities:

• Coordinate onboarding processes and ensure accuracy

• Collect and review client documentation thoroughly

• Maintain client records in the CRM system accurately

• Identify risks in documentation affecting client satisfaction

• Stay updated on industry trends related to onboarding

Requirements:

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

• 1-2 years of experience in account administration

• Successful completion of Canadian investment courses required

• Detail-oriented with the ability to handle multiple tasks

• Knowledge of Fidelity Clearing Canada product offerings is a plus

Enhance Fidelity’s onboarding processes and make a significant impact on client satisfaction today.
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