Elevate your career with Fidelity as a Senior Wealth Associate in Toronto. This hybrid role focuses on advanced client service and operational support for Wealth Advisors and their clientele.
Fidelity is seeking a Senior Wealth Associate to deliver superior client experiences and manage complex requests. You will leverage your expertise in Wealth Management to support Wealth Advisors in client relationship management and operational efficiency. This role includes proactive outreach, lead qualification, and mentorship of junior associates, enhancing your impact within the team.
Key Responsibilities:
• Assist clients with day-to-day requests
• Prepare for and participate in client meetings
• Manage and escalate operational issues
• Conduct outbound calls to identify client opportunities
• Track client journeys and maintain accurate records
Requirements:
• 3+ years in wealth management operations
• Bilingual in English and French
• Licensed as a Registered...