Spécialiste bilingue de l’intégration / Onboarding Specialist Bilingual
Core
Onboarding specialist ensuring seamless client integration and account management for Fidelity's Canadian investor base.
Role type
Client Onboarding Specialist
Builds
New client accounts and portfolio transfers
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account administration, regulatory compliance, document processing, client communication, CRM management, risk identification, process improvement
Preferred skills
Knowledge of Fidelity Canada compensation products, mutual fund sector expertise
Technologies
CRM systems, depositary platforms
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 depositaries for daily operations, identify documentation risks, contribute to integration process improvements
Seniority
Junior to Mid-level, hands-on IC
