Experienced Onboarding Specialist BC

Become an Experienced Onboarding Specialist with Fidelity in Vancouver, BC, and help streamline client onboarding processes. This position requires a hybrid work model and expertise in account management.

Fidelity seeks a candidate with exceptional skills in client service and account administration to facilitate a seamless onboarding journey for clients. In this role, you will prepare documentation, liaise with custodians, and manage client inquiries effectively. Your understanding of regulatory compliance will be crucial in enhancing client satisfaction and supporting Wealth Advisors.

Key Responsibilities:

• Process client documentation for account setups

• Coordinate and monitor onboarding accuracy

• Serve as contact for client questions and concerns

• Collaborate with Wealth Advisors for client needs

• Participate in continuous improvement initiatives

Requirements:

• Bachelor’s degree in Business, Commerce, or Finance

• 1-2 years’ experience in account management

• Familiarity with Mutual Fund regulations

• Proficient interpersonal and detail-oriented skills

• Completion of Canadian Investment Funds Course or CSC required

Utilize your onboarding expertise to support client success and operational excellence at Fidelity.
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