Ventum Financial Corp. in Toronto is seeking a Client Onboarding & Account Services Specialist for a 6-month contract. You will provide centralized operational support across the client account lifecycle, onboarding, maintenance, and servicing, coordinating with Advisors, Operations, Compliance and other partners.
The role emphasizes data integrity, digital onboarding, and resolving operational inquiries, with opportunities to contribute to process improvements and SOP documentation.