Guide new clients through accurate account setup at Cardinal Capital Management in Winnipeg, using communication and analytical skills onsite. Support clear, timely onboarding from start to finish.
As an Onboarding Specialist, you will manage client onboarding in a regulated financial services environment. You will gather information, validate documentation, coordinate with portfolio managers, operations, and compliance, and establish accounts internally. Your work will support high-net-worth individuals and institutional clients.
Key Responsibilities:
- Guide clients through end-to-end onboarding processes
- Gather and validate client information and documentation
- Coordinate workflows with portfolio managers, operations, and compliance
- Set up accounts in internal systems accurately
- Monitor progress, resolve issues, and maintain detailed records
Requirements:
- Robust client-facing communication and interpersonal skills
- Experience with customer or client onboarding processes
- Analytical skills for documentation review and account accuracy
- Organization managing multiple workflows and deadlines
- Familiarity with KYC, AML, and regulated environments
Bring client communication, documentation accuracy, and workflow coordination to Cardinal Capital Management’s Winnipeg onboarding team.