CRM & Client Portal Specialist — Onboarding & Support

A financial institution is seeking a Specialist for Account Opening and Client Portal support on a 6-month contract. The ideal candidate has 3-5 years of relevant experience, exceptional customer service skills, and is fluent in both English and French. Responsibilities include monitoring account transfers, providing technical support, and improving CRM...

A financial institution is seeking a Specialist for Account Opening and Client Portal support on a 6-month contract. The ideal candidate has 3-5 years of relevant experience, exceptional customer service skills, and is fluent in both English and French. Responsibilities include monitoring account transfers, providing technical support, and improving CRM...

A financial institution is seeking a Specialist for Account Opening and Client Portal support on a 6-month contract. The ideal candidate has 3-5 years of relevant experience, exceptional customer service skills, and is fluent in both English and French. Responsibilities include monitoring account transfers, providing technical support, and improving CRM...

A leading financial institution in Montreal seeks a Specialist for Account Opening and CRM Support on a 6-month contract. The ideal candidate will monitor account transfers, provide technical support, and assist clients with CRM tools. Qualifications include a Bachelor's degree, 3-5 years of relevant experience, and bilingual proficiency in English and...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In this role, the...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In this role, the...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In this role, the...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Requisition ID: 239638 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Requisition ID: 239638 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal. In...

Specialist, Account Opening & Client Portal and CRM Support (6 month contract) Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Key responsibilities: Monitor new account transfers, both in‑cash and in‑kind, and reconcile against account statements. Liaise with external custodian contacts and...