Remote Onboarding Specialist - Client Experience & Ops

fil; Vancouver (WA); Remote; USD 46,000 - 53,000; Full time

Benefits offered by this job

Flexible work options (remote/hybrid/3

Health benefits

Parental leave

Home office allowance

Volunteer days

Professional development

Job summary

Fidelity Canada is seeking an Onboarding Specialist to deliver a seamless client onboarding experience for Canadian investors. You will manage account opening, transfer requests, and documentation, while ensuring regulatory compliance and accurate CRM records.

You’ll collaborate with Wealth Advisors, liaise with custodians, and support clients through the onboarding journey in a fast-paced environment. Bilingual English/French and post-secondary education are preferred, with IFIC/CSC

Qualifications

• Post-secondary education in Business, Commerce or Finance required, or equivalent experience.
• 1–2 years of work experience in a related field.
• Successful completion of Canadian Investment Funds Course (IFIC) or Canadian Securities Course (CSC).
• Knowledge of Mutual Fund Industry, regulatory rules and government regulations.
• Ability to work in a fast-paced, evolving environment across multiple channels/workstreams.

Responsibilities

• Prepare and process client documentation including account applications and transfer requests.
• Coordinate client onboarding and account opening, ensuring regulatory compliance.
• Collect, review and verify client documentation.
• Monitor onboarding progress and follow up with clients/advisors to resolve issues.
• Collaborate with Wealth Advisor to satisfy client needs promptly.
• Act as the first point of contact via phone and email for client inquiries.
• Maintain accurate prospect and client records in the CRM system.
• Support Wealth Advisors in delivering a positive client experience.
• Liaise with custodians on day-to-day operational matters (account opening, transfers).
• Identify risks or gaps in documentation affecting client satisfaction or account setup.

Skills

Back-office processing

Client service

Written communication

Organizational skills

Team collaboration

Multichannel communication

Bilingual (English & French)

Education

Post-secondary education in Business/Commerce/Finance

IFIC or CSC certification

Tools

CRM system

Job description

Fidelity Canada is seeking an Onboarding Specialist to deliver a seamless client onboarding experience for Canadian investors. You will manage account opening, transfer requests, and documentation, while ensuring regulatory compliance and accurate CRM records.

You’ll collaborate with Wealth Advisors, liaise with custodians, and support clients through the onboarding journey in a fast-paced environment. Bilingual English/French and post-secondary education are preferred, with IFIC/CSC