OverviewThe Onboarding Specialist is responsible for guiding clients through the onboarding process with professionalism and efficiency. Coordinating with internal teams to set transparent expectations and ensure timely account set up and customization.ResponsibilitiesServe as central point of contact for onboarding new clients.Coordinate between client, advisor, and support teams to execute and track onboarding progress.Support data entry for new clients in Salesforce and Portfolio Accounting Software.Prepare and track new client agreements, custodian account openings, maintenance, and transfer paperwork, including any SLOAs.Reconcile transferred assets and ensure cost basis is transferred properly.Confirm account set up at custodian and in Salesforce and Portfolio Accounting Software.Confirm billing is set up and, if needed, initiate initial invoice.Confirm reporting is set up correctly.Confirm client portal is set correctly.Resolve any loose ends at prior custodian (RMDs, residual transfers, terminate auto payments).Communicate any restrictions to the trading team.Ensure smooth handoff to Client Success Specialist.RequirementsBachelor's degree from an accredited institution or strong equivalent experience.Preferred at least 3 years’ experience in wealth management.Proficient with technology: Salesforce, Portfolio Accounting Software, DocuSign,



Microsoft Suite.Experience with custodian interaction and project management preferred.CompetenciesService oriented.Strong attention to detail.Excellent communication skills and responsiveness.Ability to identify, meet, and follow through with tasks.Ability to work independently.Enjoy working as part of a team.Continuous improvement mindset.Highly flexible and confidential with all client and firm matters.BenefitsTraining reimbursement.Paid professional designations.Employee Savings Plan (ESP).Corporate discount program.Enhanced group advantages.Parental leave.Top‑up program.Paid time off for volunteering.This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on factors such as experience, skills, education, and budget. Salary may vary by geographic location. The position is eligible for a bonus program. The company offers a variety of benefits including health insurance, wellness programs, life and disability insurance, retirement savings plans, paid leave, education programs, paid holidays, vacation time, and more, many of which are subsidized or fully paid by the company.We are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. Candidates requiring accommodations to apply or during the recruitment process may contact [email protected] or call 416‑364‑1145 ext.4747.#J-18808-Ljbffr

📌 Onboarding Specialist (Toronto) - $42,500 - $71,000 A Year (Winnipeg)
🏢 Corient
📍 Winnipeg