Hybrid Onboarding Specialist at Fidelity

Join Fidelity in Vancouver as a Hybrid Onboarding Specialist focused on exceptional client experiences and account administration. Utilize your expertise in client documentation and relationship management.

At Fidelity, we’re seeking an Onboarding Specialist to play a vital role in ensuring effective client onboarding processes. This position requires strong background knowledge in account administration and compliance with regulations. You will work closely with clients and advisors to provide timely and accurate service.

Key Responsibilities:

• Prepare and process client documentation and applications

• Coordinate onboarding processes ensuring accuracy and compliance

• Monitor onboarding progress, addressing any issues proactively

• Build and maintain accurate client records in the CRM system

• Collaborate with Wealth Advisors to enhance client experiences

Requirements:

• 1-2 years of experience in a related role

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

• Knowledge of Mutual Fund Industry regulations

• Exceptional writing and interpersonal skills

• Detail-oriented with strong organizational abilities

Bring your expertise in client onboarding and account management to Fidelity and make a significant impact.
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