Client Onboarding Associate (Toronto)

Client Onboarding Associate (Toronto)

03 Aug
|
Swoon
|
Toronto

03 Aug

Swoon

Toronto

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;
S

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 (Toronto)
🏢 Swoon
📍 Toronto

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