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 prospect for those looking to impact client experience in financial services.

Key Responsibilities
Support the onboarding process for recent 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.

📌 Ventum Financial Client Account Specialist Toronto
🏢 Ventum Financial
📍 Toronto