Ventum Financial is one of Canada’s largest independent investment dealers with approximately400 employees nationwide and approximately $10 billion in assets under administration.

The Client

Onboarding & Account Services Specialist provides centralized operational support across the client account lifecycle and serves as a key service resource for Advisors, Associates and internal business partners. The role is responsible for client account onboarding, maintenance and servicing; digital access; and the accuracy and integrity of client account information. The Specialist also supports current Advisor transitions by providing operational coordination and relationship support between Advisor teams, Operations, Compliance and other internal stakeholders.

Working within established policies and regulatory requirements, the Specialist takes ownership of operational inquiries through resolution, identifies processing or data-quality issues and contributes to continuous improvement of Ventum's client onboarding and account servicing processes. The role also participates in system and process enhancements, including testing, documentation, training and implementation activities.

Client

Onboarding & Account Services Process and support client account onboarding, maintenance and servicing activities accurately and within established service expectations. Maintain client account information and applicable account coding within Dataphile and other client account systems. Support account servicing activities including EFT setup, KYC Update and maintenance, hold mail, account restrictions, client documentation and other account changes.

Support operational requirements related to estates and other account types requiring additional coordination. Maintain accurate client records and supporting documentation in accordance with established procedures and controls. Facilitate client digital onboarding,



including setup and maintenance of client portal and online access.

Support

Advisors and Associates with digital-access and onboarding inquiries Serve as a primary operational escalation resource within Client Onboarding & Account Services for complex, urgent or unresolved servicing matters. Assist in assess escalated issues to determine business impact, urgency, ownership and appropriate next steps. Support measurement of MAKO implementation and post-launch performance.

Identify processing errors, recurring issues, data-quality concerns and potential control gaps. Serve as a centralized operational resource for Advisors and Associates regarding client onboarding and account servicing inquiries.

Assist

Advisors and Associates in navigating operational processes and requirements.

Operational

Quality & Data Integrity Identify data discrepancies, incomplete information and processing errors and take appropriate corrective action. Maintain client account data integrity through adherence to established procedures and operational controls. Identify recurring errors and elevate trends, control gaps or process issues to management.

Participate in root-cause identification and implementation of corrective actions. Support development and maintenance of operational quality standards and procedures. Supports the successful operational inquires related account onboarding Supports first-line operational quality and client account data integrity.

Support training and maintain SOPs and training guides Ventum is committed to fostering an inclusive, accessible environment where all employees and candidates feel valued, respected, and supported. If you are invited to participate in our recruitment process and require accommodation at any stage (including alternate formats of materials, accessible meeting spaces, or other accommodations), please let us know and we will work with you to meet your needs. #

📌 Client Onboarding & Acct Service Specialist (Vancouver)
🏢 Ventum Financial
📍 Vancouver