Become essential to client transfers with a Client Onboarding Associate role in Toronto, ON. This hybrid position focuses on account setup and facilitating transfers with investment advisors. In this 6-month contract role, you will support wealth operations by ensuring smooth client account openings and managing transfers from other financial institutions.

You will not interact directly with clients but will collaborate with investment advisors to facilitate necessary processes. Candidates must possess robust operational experience in banking, particularly in account management. Key Responsibilities:

- Facilitate transfers and account openings with investment advisors
- Manage follow-up on client transfer requests




- Conduct policy reviews and escalate issues as necessary
- Focus primarily on operational tasks rather than client interaction
- Maintain documentation and data records accurately Requirements:
- 2-3+ years in banking operations focused on account management
- Proficient in Microsoft Excel and Word
- Experience with escalations and policy reviews
- Strong technology and data skills
- Post-secondary education required Excel in operational efficiency by supporting client onboarding processes without client-facing interactions in Toronto.

📌 Client Onboarding Associate in Toronto
🏢 Swoon
📍 Toronto