Coordinate financial services onboarding for new clients using documentation review, account setup, and customer communication skills. Work arrangements vary by assignment, including on-site, hybrid, or remote.

HR Service Jobs seeks a Client Onboarding Coordinator to support financial services accounts. The work includes account registration, compliance documentation, client records, and onboarding tracking. Candidates may bring banking, administration, customer service, or transferable experience.

Key Responsibilities:

- Coordinate onboarding stages according to established procedures
- Explain requirements and next steps to clients
- Review documentation for completeness and accuracy
- Track applications through approval or activation
- Coordinate handovers with internal service teams

Requirements:

- Solid written and verbal communication skills
- Excellent attention to detail and accuracy
- Proficiency with Excel, Word, and Outlook
- Ability to manage multiple client files
- Relevant experience preferred; approximately zero to three years considered

Support accurate client onboarding through organized coordination, financial documentation, compliance workflows, and professional customer service for HR Service Jobs.

📌 Financial Services Client Onboarding Coordinator (Canada)
🏢 HR Service Jobs
📍 Canada