Opportunity Description
Join Fidelity as a Client Onboarding Specialist in Toronto with a hybrid work model. Leverage your skills in account administration and client service to enhance the onboarding process.
This role is pivotal in ensuring a smooth client onboarding experience, requiring a strong background in account operations. You will prepare client documentation, coordinate onboarding processes, and verify compliance with regulations. Attention to detail and excellent communication skills are essential to succeed in this position.
Key Responsibilities:
• Process client documentation for account applications
• Monitor onboarding progress and resolve client issues
• Act as initial contact for client inquiries via phone or email
• Liaise with custodians on operational matters daily
• Enhance client onboarding processes proactively
Requirements:
• 1-2 years of relevant work experience required
• Completion of IFIC or CSC certification required
• Strong organizational and c...
This role is pivotal in ensuring a smooth client onboarding experience, requiring a strong background in account operations. You will prepare client documentation, coordinate onboarding processes, and verify compliance with regulations. Attention to detail and excellent communication skills are essential to succeed in this position.
Key Responsibilities:
• Process client documentation for account applications
• Monitor onboarding progress and resolve client issues
• Act as initial contact for client inquiries via phone or email
• Liaise with custodians on operational matters daily
• Enhance client onboarding processes proactively
Requirements:
• 1-2 years of relevant work experience required
• Completion of IFIC or CSC certification required
• Strong organizational and c...
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