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Client Account Coordinator

3 months ago

Toronto, Ontario, Canada Fidelity Investments Full time

Account Processing Specialist at Fidelity Investments

Join a forward-thinking and innovative organization at Fidelity Investments. As an Account Processing Specialist, you will be essential in facilitating efficient account management and transaction processing for our valued clients. Become part of a diverse and inclusive workforce where you can expand your skills, develop professionally, and contribute meaningfully every day.

  • Oversee account management and transaction processing for a variety of mutual fund retail account categories
  • Engage with clients to swiftly address and resolve transaction-related inquiries
  • Possess a College Diploma or relevant work experience
  • Experience in data management and the financial services sector is advantageous
  • Excellent English communication abilities (both verbal and written)
  • Committed to providing outstanding client service
  • Aim to learn, develop, and work collaboratively within a diverse team

At Fidelity Investments, you will benefit from extensive training, continuous support, and a positive workplace culture. We provide competitive pay, comprehensive health benefits, parental leave, and opportunities for professional growth. Our commitment is to foster a supportive and inclusive environment for all employees.