Onboarding Specialist (Vancouver)
Core
Manage the initial client onboarding process, including documentation processing, account opening, and transfer requests for Fidelity's investment portfolios.
Role type
Operations specialist (client onboarding)
Builds
Client accounts and investment portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Account administration, regulatory compliance, CRM management, documentation verification, cross-functional collaboration
Preferred skills
Mutual fund industry knowledge, Fidelity Clearing Canada product knowledge, bilingualism (English/French)
Technologies
CRM systems
Responsibilities
Prepare and process client documentation and transfer requests, coordinate 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
Junior, individual contributor
