Fidelity Investments Jobs 2022 | Service Delivery Representative Careers Opportunity at Fidelity Investments Careers Portal In Toronto, Ontario|Remote

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Notification Out From Fidelity Investments Careers Portal, Candidates Those Are Searching For Career Opportunities In Fidelity Investments, Can Apply For Jobs In Fidelity Investments For The Position Of Service Delivery Representative. Read Out Full Job Description About This Fidelity Investments Recruitment Described Below. But Before You First Confirm That Your Profile Matches With Recruiters Defined Eligibility Criteria.

Fidelity Investments Jobs | Service Delivery Representative Careers Opportunity In Toronto, Ontario

Fidelity Investments Opened Hiring On Their Official Careers Portal, Job Seekers Who Are Eligible And Interested To Work With Fidelity Investments As A Service Delivery Representative, Now They Can Apply For Fidelity Investments Jobs. This Is Great Career Opportunity For Those Candidates Who Are Looking For A Employment Opportunity On Fidelity Investments Careers Portal. Candidates Need Experience From Relevant Field And Required Qualification. Selected Candidates Will Get A Pay Of Around $ 85917.00 per year. Fidelity Investments Jobs In Toronto, Ontario.

Briefed Details Of Fidelity Investments Jobs For Position Of Service Delivery Representative

Recruiting Agency / Department :- Fidelity Investments

Vacant Position :- Service Delivery Representative

Job Location :- Jobs In Toronto, Ontario

Jobs Type :- Fidelity Investments Jobs Canada

Salary :- $ 85917.00 per year

Apply Through:-

Fidelity Investments Jobs In Ontario, Canada Full Job Description

  • Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.


    For more information about Fidelity Clearing Canada, please visit


    The Opportunity:

    The Service Delivery team is the primary point of contact for day to day service delivery to Introducing Broker and Portfolio Manager clients of FCC. The Service Delivery Representative will develop and maintain excellent relationships with FCC’s clients, ensuring interactions meet our high service standards. They will act as a liaison between the client and the FCC back- office departments as required, ensuring that defined client service levels are being met. They will respond to enquiries raised by clients. They will ensure that heightened issues are promptly escalated appropriately. Responsibilities will also include assisting team members when required, participating in projects, and producing client metrics.


    What You Will Do:

    • Act as the central point of contact for our IB & PM clients for day-to-day service- related issues.
    • Receive and respond to day-to-day inquiries/requests from clients and manage and escalate client issues accordingly.
    • Deliver the highest quality of customer service to our internal and external customers to exceed their expectations and create a positive experience.
    • Build and enhance loyalty by reducing middle office and advisor effort in their interactions with Fidelity Clearing Canada.
    • Promote ease of doing business for front and middle offices through product and process education.
    • Use sound judgement to understand the impact of situations to the client, escalating appropriately and establishing clear communication with the client
    • Process defined transactions as required, including account changes, fund movements, journals, and securities transfers, ensuring full adherence to FCC’s guidelines.
    • Keeps apprised of the continuously evolving FCC policies procedures. Administration of the Service & Support knowledge base.
    • Ensure that key information is being properly documented in the Service & Support knowledge base to be used as reference material for operational questions as well as training.
    • Ensure that this material is kept up to date. This includes operational policies and processes, as well as client specific policies and processes.
    • Logging of client interactions in Salesforce. This includes the Voice of the Customer Program.
    • There may be other duties as assigned


    What We’re Looking For:

    • Minimum 2-3 years of experience working in a client service or operations role within financial services industry, preferably in brokerage industry
    • Completion of post-secondary education from either University and/or College
    • Knowledge of industry product, services and systems are nice to have
    • Competition of Canadian Securities Course is considered to bean asset
    • Familiarity with working in an agile environment
    • Bilingualism (French/English) is an asset


    The Expertise You Bring:

    • Proven success in establishing exceptional client service.
    • Ability to build credibility and rapport with clients quickly
    • Ability to communication in a clear and compelling manner.
    • Knowledge of our operations offering, processes and policies including account openings, account transfers, registered products, investment products, settlements & certificate handling.
    • Ability to analyze and synthesize information to identify and understand when issues need to be raised with the Service Delivery Managers; strong attention to detail.
    • Ability to prioritize tasks based on clients’ needs.
    • Ability to listen effectively.
    • Flexibility in working with multiple clients; professional, friendly, calm demeanor, strong ability to represent FCC to our clients.
    • Strong computer skills including proficiency in Office – Excel & Word, Adobe. Ability to learn systems and products quickly and gain an understanding of FCC’s product offerings.
    • Salesforce usage, including case management, reporting and metrics.
    • Excellent verbal and written communication skills
    • Team player- ability to foster and maintain strong working relationships and work cooperatively with others.


    Given the current circumstances, employee will be working from home, 100% of time. As working conditions return to normal, they will shift to a hybrid working arrangement.


    Current work authorization for Canada is required for all openings.


    Employment with Fidelity will be conditional upon the successful candidate having received a COVID-19 vaccine series approved by Health Canada, at least 14 days prior to their start date. This requirement is subject to exemptions pursuant to human rights legislation in your province of employment.


    Fidelity Canada is an equal opportunity employer

    Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.


    Accommodation during the application process

    Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected] .


    No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.


    Why Work at Fidelity?


    We are proud to be recipients of the following:



    • Canada’s Top 100 Employers (5th consecutive year) 2021
    • Greater Toronto’s Top Employers (9th consecutive year) 2021
    • Canada’s Top Family Friendly Employer (4th consecutive year) 2021
    • Imagine Canada, Caring Company
    • Canada’s Top Employer For Young People 2021
    • National HR Awards – Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
    • Workplace Benefits Awards – Health and Wellness Program
    • Canadian Compassionate Companies Award



    • A Canadian Compassionate Company
    • An Imagine Canada Caring Company

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