Spécialiste bilingue de l’intégration / Onboarding Specialist Bilingual
Core
Onboarding specialist ensuring seamless client integration and account setup for Fidelity Wealth's financial advisors.
Role type
Client Onboarding Specialist
Builds
Client accounts and integration processes for Fidelity Wealth advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account administration, regulatory compliance, document verification, client communication, CRM management, process improvement
Preferred skills
Knowledge of mutual funds, Fidelity Canada compensation products, succession planning context
Technologies
CRM systems, document management systems
Responsibilities
Prepare and process client account opening and transfer documents, coordinate integration processes ensuring data accuracy, serve as primary contact for client inquiries, liaise with custodians for daily operations, identify documentation risks, contribute to integration process improvements
Seniority
Junior to Mid-level, hands-on IC