Job Description
Our Wealth Operations team is seeking a Client Onboarding & Transfers Specialist to support the onboarding of new wealth management clients and the transfer of investment accounts.

This role plays a critical part in ensuring a seamless client onboarding experience by processing account documentation, coordinating transfers, and partnering closely with Investment Advisors to facilitate the movement of assets.

The ideal candidate is highly organized, detail-oriented, and an excellent communicator who can manage multiple onboarding cases simultaneously in a fast-paced environment.

Day to Day Responsibilities
• Review and process new client account applications and documentation.
• Validate information across multiple internal systems and ensure accuracy and completeness.
• Follow up with Investment Advisors regarding missing documentation or outstanding requirements.
• Initiate and track account transfer requests from external financial institutions.
• Manage multiple onboarding cases concurrently while maintaining service level expectations.
• Escalate issues, discrepancies, and documentation gaps as required.
• Maintain accurate records and documentation throughout the onboarding and transfer process.
• Support a seamless and compliant onboarding experience for clients and advisors.

Monitor outstanding requests and proactively follow up to keep cases moving forward.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.





We are an equal prospect/affirmative action employer that believes everyone matters.

Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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Skills and Requirements
• 1-3 years of experience in operations, onboarding, administrative support, or account processing.
• Knowledge of account onboarding, investment account transfers, or financial documentation.
• Experience supporting advisors, clients, or operational teams in a regulated environment.
• Strong verbal and written communication skills.
• Exceptional organizational and time management abilities.
• Ability to manage multiple tasks and priorities simultaneously.
• High attention to detail and accuracy.

Proficiency with Microsoft Office Suite and working across multiple systems.

Experience within wealth management, banking, financial services, or investment operations.

📌 Client Onboarding & Transfers Specialist (Toronto)
🏢 Insight Global
📍 Toronto