Support banking operations through client onboarding, account registration, and compliance documentation. Coordinate client cases across assignment-based schedules, including full-time or part time arrangements.

HR Service Jobs is seeking a detail-oriented coordinator for financial services accounts. This role guides clients through forms, verification, account setup, and service activation. It also maintains records, monitors milestones, and coordinates with compliance, operations, and account management.

Key Responsibilities:

- Guide clients through forms and onboarding procedures
- Assist with profile creation and service activation
- Identify missing information and documentation gaps
- Support KYC and AML documentation workflows
- Maintain trackers,



dashboards, reports, and digital records

Requirements:

- Basic understanding of financial account opening procedures
- Familiarity with spreadsheets and digital document management
- Ability to learn CRM and onboarding software
- Systematic approach to follow-ups and recordkeeping
- Confidential handling of sensitive financial information

Develop practical banking administration expertise while coordinating client files, account setup activities, documentation checks, and compliance support accurately.

📌 Client Onboarding Specialist Banking Operations (Canada)
🏢 HR Service Jobs
📍 Canada