Step into a full-time contract role at Ventum Financial as a Client Onboarding & Account Service Specialist in Toronto. This position centers on operational support and client onboarding management.
You will be responsible for processing client account information, maintaining accuracy, and assisting Advisors with onboarding inquiries. Your role will directly influence client satisfaction and operational efficiency while identifying potential areas for improvement. This is a excellent opportunity for those looking to impact client experience in financial services.
Key Responsibilities:
• Support the onboarding process for new client accounts
• Ensure accuracy of client data in systems like Dataphile
• Address operational issues and coordinate with team members
• Facilitate digital onboarding and portal management
• Assist Advisors in maintaining high-quality service standards
Requirements:
• Post-secondary degree in finance or business-related field preferred
• Experience in wealth management or brokerage is ideal
• Familiarity with account servicing processes
• Knowledgeable in using Dataphile or equivalent platforms
• Excellent interpersonal skills for client interactions
Bring your expertise in client services to Ventum Financial and enhance the onboarding journey for all clients.
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