This is a net current 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.

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

Support commercial and business clients through onboarding and account setup processes 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 Provide exceptional customer service through phone, email, and virtual communication channels 2+ years of experience in banking, financial services, client onboarding, account management, or client support ~ Strong communication and relationship-building skills ~ Proficiency with Microsoft Office Suite ~ Experience working with CRM or banking platforms Commercial banking experience Digital banking or client migration experience Experience with Salesforce, Zendesk, Jira, or similar platforms #

📌 Service Advisor - Full Time (Montreal)
🏢 Insight Global
📍 Montreal