Matthew Mocherniak
Operations Representative, Account Transfers @Fidelity Canada
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WORK HISTORY
Operations Representative, Account Transfers @Fidelity Canada
Toronto, ON, CA
Work alongside members of the FCC Operations, Account Transfers, and ATON teams to process forms an initiate transfers of RESP\'s moving to Fidelity Canada.Follow-up and escalate outstanding transfers, and continuously work to settle pending transfers for valued clients of Fidelity Canada.Responsible for monitoring uDirect and FCC Account Transfer queues to regularly service, support, and update tasks associated with RESP ATON transfers.Help reduce the number of outstanding RESP ATON transfers with urgency and care towards client inquiries, all while protecting Fidelity from sensitive information breaches on a daily basis.
EDUCATION
Wilfrid Laurier University
Bachelor of Business Administration - BBA, Business Administration, Management and Operations
Richview Collegiate Institute
High School Diploma
ABOUT MATTHEW MOCHERNIAK
Currently a Financial Operations Representative with Fidelity Clearing Canada…
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