Onboarding Specialist

Fidelity Canada • Toronto, ON

2d • CA$65,000 - CA$76,000 • Hybrid

About The Position

The Onboarding Specialist plays a critical role in delivering a seamless and exceptional client experience during the initial stages in managing the client onboarding process. The successful candidate must have a strong background in account administration and operations.

Requirements

• Strong industry, product and knowledge of various back-office processing
• Exceptional writing, interpersonal and client service skills required
• Detail-oriented with superior organizational skills and the ability to prioritize tasks
• Team player with the ability to collaborate with cross-functional teams
• Understanding of Mutual Fund Industry, regulatory and government rules/regulations required
• Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams
• Enjoys wearing many hats, rolling up sleeves and getting things done
• Completion of post-secondary education with a focus in Business, Commerce or Finance required, or equivalent work experience
• 1-2 years of work experience, in a related field required
• Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) required

Nice To Haves

• Knowledge of Fidelity Clearing Canada product offerings would be an asset
• Bilingual (English and French) would be an asset

Responsibilities

• Prepare and process client documentation, including account applications and transfer requests
• Coordinate client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements
• Collect, review, and verify all client documentation
• Monitor onboarding progress, proactively following up with clients and advisors to resolve issues
• Work collaboratively with the Wealth Advisor to satisfy client needs in a timely manner
• Act as the first point of contact via phone and email for client inquiries
• Build and maintain accurate prospect and client records in CRM system
• Support Wealth Advisors in delivering a positive client experience
• Liaise with the custodian on day-to-day operational matters (Account opening, Transfer initiation and monitoring)
• Identify potential risks or gaps in documentation that may affect client satisfaction or account setup
• Contribute to continuous improvement initiatives aimed at enhancing client onboarding experience
• Stay updated on industry trends, regulations, and best practices related to financial advisory services
• Ensure regulatory compliance and escalate any issues

Benefits

• Competitive compensation package
• Base Salary and Discretionary Performance Bonus
• RRSP Contribution
• Flexible working arrangements
• Competitive total compensation
• Company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums
• Up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs
• Extensive professional development opportunities
• Access to over 11,000 training and development courses
• Tuition reimbursement
• Monetary rewards for completing a required designation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree