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.
This is a outstanding chance for those looking to impact client experience in financial services. Support the onboarding process for new client accounts Ensure accuracy of client data in systems like Dataphile Facilitate digital onboarding and portal management Assist Advisors in maintaining high-quality service standards Post-secondary degree in finance or business-related field preferred Familiarity with account servicing processes Bring your expertise in client services to Ventum Financial and enhance the onboarding journey for all clients.