Onboarding Specialist (Vancouver)
Core
Deliver seamless client onboarding, process account applications and transfers, and ensure regulatory compliance for Fidelity's Canadian investors.
Role type
Onboarding Specialist (Account Administration)
Builds
New client accounts and investment portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account administration, regulatory compliance, client documentation processing, CRM management, cross-functional collaboration, risk identification
Preferred skills
Mutual Fund industry knowledge, Fidelity Clearing Canada products, 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, collect and verify client documentation, act as first point of contact for client inquiries, liaise with custodians on operational matters, contribute to continuous improvement initiatives for onboarding experience
Seniority
Entry-level to Mid-level (1-2 years experience)
