Onboarding Specialist
Core
Manage client onboarding, documentation, and account opening processes for Fidelity's investment portfolios.
Role type
Onboarding Specialist (Account Administration)
Builds
Client accounts and investment portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
account administration, regulatory compliance, documentation processing, CRM management, client communication, mutual fund industry knowledge, risk identification
Preferred skills
Fidelity Clearing Canada product knowledge, bilingualism (English/French)
Technologies
CRM systems
Responsibilities
Prepare and process client documentation including account applications and transfer requests, coordinate client onboarding and account opening processes, act as first point of contact for client inquiries, liaise with custodians on operational matters, identify documentation risks, contribute to process enhancement initiatives
Seniority
Entry-level to Junior