Onboarding Specialist
Core
Manage client onboarding, documentation, and account opening processes for financial services clients.
Role type
Onboarding Specialist (Account Administration)
Builds
Client accounts and investment portfolios
Domain
Financial Services / Wealth Management
Required skills
Account administration, regulatory compliance, client documentation processing, CRM management, mutual fund industry knowledge, bilingual communication (English/French)
Preferred skills
Fidelity Clearing Canada product knowledge
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 improvement initiatives
Seniority
Entry to Mid-level