Account Operations Specialist – Onboarding & Processing (British Columbia)

Account Operations Specialist – Onboarding & Processing (British Columbia)

19 Oct
|
Harbourfront Wealth Management
|
British Columbia

19 Oct

Harbourfront Wealth Management

British Columbia

Harbourfront Wealth Management in Vancouver, BC (with eligible locations in Winnipeg, MB or Burlington, ON) is seeking a full time Account Processing Associate to join our Operations Team. You will accurately process account opening and transfer documentation in a timely manner while delivering high-quality client service.
Reporting to the Senior Manager, Operations, you will monitor MAKO and DocuSign dashboards, upload documentation to NBIN, perform QA on NBIN data, and help resolve any

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📌 Account Operations Specialist – Onboarding & Processing (British Columbia)
🏢 Harbourfront Wealth Management
📍 British Columbia

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