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 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
Education:
- Post-Secondary
Interviews:
- Max 2 rounds
- 1st round Virtual - MS Teams - 30 minutes
- Potential 2nd round
- Behavioral questions