Client Onboarding Specialist

Marsh Canada is seeking a **Client Onboarding Specialist** for our Toronto office (Hybrid) **What can you expect?** Client Onboarding Operations is a newly created function within Marsh, established in response to colleague feedback that we need a better way to onboard our new clients and manage the renewal of our client engagements. You will be part of an...

A cross-border wealth management firm is seeking an organized and detail-oriented Onboarding Specialist to join their Client Service team in Toronto. This entry-level role involves guiding new clients through the onboarding process, assisting with account setups, and managing investment paperwork. Ideal candidates will possess a Bachelor’s degree and...

A cross-border wealth management firm is seeking an organized and detail-oriented Onboarding Specialist to join their Client Service team in Toronto. This entry-level role involves guiding new clients through the onboarding process, assisting with account setups, and managing investment paperwork. Ideal candidates will possess a Bachelor’s degree and...

Granite (Canada) Solutions Financial Services Consulting ULC is a leading consulting firm specializing in financial services. We provide top-tier talent solutions to major banks, wealth management firms, and financial institutions. As we expand our operations in Canada, we are seeking an experienced, detail‑oriented Onboarding Specialist with a deep...

Granite (Canada) Solutions Financial Services Consulting ULC is a leading consulting firm specializing in financial services. We provide top-tier talent solutions to major banks, wealth management firms, and financial institutions. As we expand our operations in Canada, we are seeking an experienced, detail‑oriented Onboarding Specialist with a deep...

Lead Recruitment at IFG - Banking - IT / Functional Our client, a leading financial institution, is seeking a Regulatory Compliance & Client Onboarding Specialist for a 6-month contract with strong potential for extension. This hybrid role requires 3 days per week in office, with occasional additional onsite days based on project needs. The role supports...

Lead Recruitment at IFG - Banking - IT / Functional Our client, a leading financial institution, is seeking a Regulatory Compliance & Client Onboarding Specialist for a 6-month contract with strong potential for extension. This hybrid role requires 3 days per week in office, with occasional additional onsite days based on project needs. The role supports...

**About the Company**: Mortgage Automator (MA) is a B2B SaaS software in the financial technology (fin-tech) space with a strong focus in private lending. In a nutshell, they are a cloud-based CRM that fully automates private lending business of any size: from document generation, compliance and reporting, to helping manage investor relations. They began in...

Senior Specialist, Client Onboarding - Accounting Toronto, Ontario, Canada About Citco: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front‑runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we...

Senior Specialist, Client Onboarding - Accounting Toronto, Ontario, Canada About Citco: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front‑runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we...