Associate – Client Onboarding (Contract)
Location: Toronto, ON (Hybrid – 2–3 days per week in office)
Duration: 6-month contract with potential for extension
Hours: Monday–Friday, 9:00 AM–5:00 PM EST (hours may vary based on team requirements)
Position Overview
We are seeking an Associate to join a Client Onboarding team supporting investment advisors with account openings and client asset transfers. This is an operations-focused role and is not client-facing . The successful candidate will help ensure client accounts are opened accurately and efficiently while coordinating transfers from other financial institutions and resolving operational issues.
Key Responsibilities
Support investment advisors with the onboarding of new client accounts.
Open and establish client investment accounts accurately and efficiently.
Coordinate and monitor transfers from other financial institutions.
Follow up on outstanding account transfer requests.
Review policies and procedures to ensure compliance with operational standards.
Manage escalations and assist in resolving onboarding issues.
Maintain accurate documentation and complete administrative tasks in a timely manner.
Collaborate with internal teams to deliver a smooth onboarding experience.
Required Qualifications
2–3+ years of banking or financial services operations experience.
Experience with account openings and client account transfers, ideally within wealth management or investment operations.
Strong proficiency with Microsoft Excel and Microsoft Word.
Comfortable working with technology, data, and multiple systems.
Experience handling escalations and interpreting operational policies.
Excellent organizational skills with strong attention to detail.
Ability to manage multiple priorities in a fast-paced workplace.
Preferred Qualifications
Bilingual in English and French.
Eagerness to learn new systems and processes.
Self-motivated with a collaborative approach to work.
Education
Post-secondary education or equivalent combination of education and relevant experience.
Interview Process
Up to two interview rounds.
Initial virtual interview (approximately 30 minutes).
AI in Hiring Notice: As part of our recruitment process, AI-powered tools may be used to assist with resume screening, candidate matching, and other recruitment-related activities. All hiring decisions are made by qualified recruitment professionals in accordance with applicable employment laws, including Ontario's Working for Workers legislation.