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 • Robust 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. #J-18808-Ljbffr

📌 Client Onboarding Specialist at Insight Global (Winnipeg)
🏢 Insight Global
📍 Winnipeg