Client Onboarding

A leading financial services firm in Montreal is looking for an AIS Onboarding Officer to support the onboarding process for clients. This role requires knowledge of transfer agency and fund accounting, with strong problem-solving skills. Ideal candidates will have a bachelor’s degree and relevant experience, and will contribute to ensuring client...

A leading financial institution is seeking a Bilingual Partnership Service Associate in Montreal. This role involves providing exceptional service to clients and partners, focusing on onboarding and account management. Ideal candidates will have fluency in both English and French, strong communication skills, and experience in the financial services or...

A leading financial institution is seeking a Bilingual Partnership Service Associate in Montreal. This role involves providing exceptional service to clients and partners, focusing on onboarding and account management. Ideal candidates will have fluency in both English and French, strong communication skills, and experience in the financial services or...

Specialist, Client Onboarding and Operational Support Join to apply for the Specialist, Client Onboarding and Operational Support role at Fiera Capital. About Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions....

We're building an intelligent communication platform already live in dozens of private clinics. Our mission: to help healthcare organizations reduce no-shows, manage communications 24/7, and support staff with operations - so clinicians can focus on delivering care.We're now looking for aCustomer Success and AI Onboarding Internto develop, test and deliver...

A leading SaaS company based in Montreal seeks an Implementation Consultant to onboard new clients and enhance their user experience. This role requires strong project management and communication skills, along with a bilingual proficiency in French and English. The consultant will guide clients through the implementation process and ensure high satisfaction...

A leading SaaS company based in Montreal seeks an Implementation Consultant to onboard new clients and enhance their user experience. This role requires strong project management and communication skills, along with a bilingual proficiency in French and English. The consultant will guide clients through the implementation process and ensure high satisfaction...

Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and...

Join mthree as a Chargé(e) d’Intégration KYC / KYC Onboarding Officer and start your career in financial crime prevention. Work on-site with a leading global bank in Montreal, gaining hands‑on experience in client due diligence and anti‑money laundering (AML) processes. What You’ll Be Doing Evaluate client risk based on internal policies and...

Join mthree as a Chargé(e) d’Intégration KYC / KYC Onboarding Officer and start your career in financial crime prevention. Work on-site with a leading global bank in Montreal, gaining hands‑on experience in client due diligence and anti‑money laundering (AML) processes. What You’ll Be Doing Evaluate client risk based on internal policies and...