03 Aug
|
Swoon
|
Mississauga
Position Title: Client Onboarding Associate
Line of Business: Client Onboarding
Est. Start Date: ASAP
Length of Contract: 6 months | Extension or FTE- possibility
Location: Toronto, ON, hybrid, two-three days in office - Monday & Tuesday, 2nd week Monday, Tuesday, Friday
Hours of Operation: 9-5 EST
Possibility of Overtime: Ye;
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Compensation: T4-$20/hr-$23/hr
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
📌 Client Onboarding Associate - Swoon (Mississauga)
🏢 Swoon
📍 Mississauga