Vacancy: This is a net new role, and the successful candidate will be hired into an new position.

*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Pay Rate: $27.00/hour

Insight Global is seeking a Client Onboarding Specialist to support a leading financial services organization. This individual will serve as a key point of contact for commercial and business clients, managing onboarding activities, account setup, documentation review, and digital banking support. The ideal candidate is client-focused, detail-oriented, and experienced working within a banking or financial services environment.

Relevant responsibilities and qualifications are based on experience commonly seen in commercial banking onboarding, documentation, and client support functions.

Day-to-Day Responsibilities

- Support commercial and business clients through onboarding and account setup processes
- Review and validate client documentation to ensure accuracy and compliance
- Assist clients with digital banking platform enrollment, access, and troubleshooting




- Serve as a primary point of contact for client inquiries and issue resolution
- Partner with internal teams including operations, compliance, legal, and risk to facilitate onboarding activities
- Maintain accurate client records and documentation
- Provide exceptional customer service through phone, email, and virtual communication channels
- Track onboarding progress and ensure timely completion of client requests

Must-Have Qualifications
- 2+ years of experience in banking, financial services, client onboarding, account management, or client support
- Experience reviewing documentation and working within regulated environments
- Strong communication and relationship-building skills
- Ability to manage multiple priorities in a quick-paced environment
- Proficiency with Microsoft Office Suite
- Experience working with CRM or banking platforms

Nice-to-Have Qualifications
- Commercial banking experience
- Digital banking or client migration experience
- Knowledge of AML/KYC processes
- Experience with Salesforce, Zendesk, Jira, or similar platforms
- Bilingual English/French

📌 Dedicated Client Service Advisor (Montreal)
🏢 Insight Global
📍 Montreal