Position Title: Client Onboarding Associate Line of Business: Client Onboarding 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
Education: Post-Secondary
Interviews: Max 2 rounds

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📌 Client Onboarding Associate (Ontario)
🏢 Swoon
📍 Ontario