Become a key player in wealth management with Insight Global as a Client Onboarding Specialist. Facilitate seamless onboarding and account transfers in a regulated environment.
In this critical role, you will support new clients and manage investments with precision. The ideal candidate possesses 1-3 years in operations and has experience with onboarding and financial documentation. Your organization and communication skills will ensure smooth case management while collaborating with Investment Advisors.
Key Responsibilities:
• Review and process new client account applications
• Validate information for accuracy across systems
• Follow up with Investment Advisors for missing documentation




• Initiate and track account transfer requests from outside institutions
• Escalate issues and maintain accurate records
Requirements:
• 1-3 years in operations or onboarding roles
• Knowledge of financial documentation and transfers
• Solid verbal and written communication skills
• Exceptional organizational abilities and attention to detail
• Proficiency in Microsoft Office Suite and multiple systems
Support wealth management operations and enhance the client experience with Attention to detail and effective communication.
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📌 Client Onboarding Specialist at Insight Global (Toronto)
🏢 Insight Global
📍 Toronto