Become a key player as a Senior Wealth Associate at Fidelity in a hybrid work environment based in Toronto. Provide advanced client service and operational support to drive growth.
This role at Fidelity is essential for maintaining superior client relations while providing comprehensive support to Wealth Advisors. With a requirement of 3+ years in wealth management operations, you'll ensure exceptional service and efficient processes, contributing to overall business development. Join a supportive team focused on continuous improvement.
Key Responsibilities:
• Ensure seamless client onboarding and service management
• Collaborate with teams to resolve escalated issues
• Maintain CRM data and client records accurately
• Support Wealth Advisors in proactive outreach efforts
• Lead training initiatives for new team members
Requirements:
• University degree or equivalent experience
• Bilingual in English and French
• Familiarity with Salesforce and portfoli...