Client Onboarding Consultant
3 days ago
Are you a client-focused investment professional in the finance industry who enjoys working on projects, problem solving and onboarding clients? Are you looking to join an established organization in the industry for the next steps in your career? Aon has the opportunity for you
This is a hybrid role with the flexibility to work virtually and/or from our Montreal office.
Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Aon Investments Canada, in Montreal, QC. As a Consultant, you will report directly to the Senior Consultant.
Gather client information to assist with onboarding of new clients into service model, to assist with fund changes or onboarding of new funds.
Assist in keeping client and fund onboarding on schedule and meeting target dates
Assist with the development and documentation of enhanced onboarding processes and procedures
Coordinate the opening of accounts at various custodians
Prepare template letters of direction and maintain various tracking spreadsheets.
Take point for ensuring all required documentation retained and stored
Coordinate communications between the different internal and external collaborators, including meetings with all parties, generate meeting materials, and produce post-meeting results
Organize internal weekly directive implementation status calls
Own the off-boarding process
Build and maintain operational controls and create efficiencies
Perform monthly/quarterly fee calculations
Reconcile client fees with Finance on a monthly basis
Prepare client fees related reports as requested
How this opportunity is different?
Seize the opportunity and be an intrinsic part of a dynamic, collaborative, and evolving team. We work closely with portfolio managers, investment consultants, fund managers and custodians to deliver our Aon United standard of excellence to our institutional clients. Using a groundbreaking order management system, we strive towards creating further efficiencies and alignments to enhance our Trading Operations solutions.
Skills and experience that will lead to success 5 + years of relevant experience in an investment management or consulting firm;
Experience dealing with investment managers, custodians, lawyers, compliance personnel and securities regulators;
Experience with actuaries, consultants and insurers, an asset;
Ability to work independently or with a team in a fast paced and rapidly growing department
Focused on execution, resolving issues and management of multiple tasks efficiently
Display sense of ownership and drive
Strong analytical and communication skills
Attention to detail and organizational skills
French / English bilingualism is preferred due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
Proficient with proofing skills, Word and Excel
Bachelor’s degree, or equivalent experience in Finance, Business Administration, Commerce
How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
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