Elevate client service as a Client Onboarding Specialist with Ventum Financial in this 6-month contract role. Engage in seamless client account management while ensuring data integrity and operational excellence.

As a Client Onboarding & Account Service Specialist, you will provide dedicated operational support throughout the client account lifecycle. Your expertise will assist Advisors and internal partners with account onboarding, maintenance, and issue resolution, ensuring the highest standards of accuracy. This role emphasizes data integrity and customer satisfaction in the wealth management sector.

Key Responsibilities:
• Facilitate accurate client account onboarding and maintenance
• Maintain client account information within Dataphile systems




• Support digital onboarding and maintenance for clients
• Investigate and resolve complex operational inquiries
• Coordinate with internal stakeholders for processing approvals

Requirements:
• Experience with Dataphile or similar platforms
• Background in business, finance, or related field
• Previous experience in wealth management operations
• Knowledge of account maintenance processes
• Solid communication skills for Advisor support

Become a vital asset in enhancing client onboarding services at Ventum Financial.
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📌 Client Onboarding Specialist at Ventum Financial (Ontario)
🏢 Ventum Financial
📍 Ontario