Position Title: Associate

Line of Business: Client Onboarding

Est. Start Date: ASAP

End Date: 6 months from start

Length of Contract: 6 months

Possibility of Extension?: Yes

Possibility of FTE?: Possibly

Location : Toronto, ON (Hybrid)

Two-three days in office - Monday & Tuesday, 2nd week Monday, Tuesday, Friday

Responsibilities:

- Working with investment advisors to support and facilitate client transfers from other financial institutions (not a client-facing role).

- Open and set up client accounts (NOT CLIENT FACING)

- Follow up on transfers

- Additional tasks include, policy review, escalation management

- Primary focus on opening client accounts and transfers

Must Have Requirements:

- 2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations)

- Proficient in Microsoft Excel and Word

- Savvy with technology and data

- Experience in escalations and policy review

Nice to Have:

- Motivated to learn

- Interest in learning platforms

- Previous customer service experience

- Bilingual - French & English

Dexian is a leading provider of staffing, IT,



and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the Canada, Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Chance Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Dexian will on request provide accommodation for disabilities to support your participation in all aspects of Recruitment, Assessment and selection process.

📌 Wealth Operations (Toronto)
🏢 Dexian
📍 Toronto