Client Onboarding
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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.
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Toronto, ON, Toronto Census Division, ON; Ontario, Canada Anchor Utility Full-timeGuide multifamily clients through utility service launches using billing platforms, clear communication, and meticulous project coordination. Anchor Utility Company offers this client-facing role. As a Client Onboarding Specialist, you will manage assigned properties from kickoff through setup, First Time Billing, client approval, and operational handoff....
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Ottawa, ON, Ottawa Census Division, ON; Ontario, Canada Anchor Utility Full-timeGuide multifamily clients through utility service launches using billing platforms, clear communication, and meticulous project coordination. Anchor Utility Company offers this client-facing role. As a Client Onboarding Specialist, you will manage assigned properties from kickoff through setup, First Time Billing, client approval, and operational handoff....
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Remote Client Onboarding Specialist
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Mississauga, ON, Peel Regional District, ON; Ontario, Canada AO Garcia Agency Full-timeUse communication skills to help families understand protection options remotely, with flexible hours and clear expectations. Work from home with structured support. As a Client Onboarding Specialist, you will help families understand and set up protection options. The work follows a defined process rather than vague promises to help people. You will use
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Client Onboarding Implementation Specialist
4 days ago
Toronto, Ontario, Canada Anchor Utility Full-timeGuide multifamily clients through utility service launches using billing platforms, clear communication, and meticulous project coordination. Anchor Utility Company offers this client-facing role.As a Client Onboarding Specialist, you will manage assigned properties from kickoff through setup, First Time Billing, client approval, and operational handoff. You...
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Client Onboarding Implementation Specialist
4 days ago
Mississauga, ON, Peel Regional District, ON; Ontario, Canada Anchor Utility Full-timeGuide multifamily clients through utility service launches using billing platforms, clear communication, and meticulous project coordination. Anchor Utility Company offers this client-facing role. As a Client Onboarding Specialist, you will manage assigned properties from kickoff through setup, First Time Billing, client approval, and operational handoff....
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Remote Client Onboarding Specialist
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Toronto, Ontario, Canada AO Garcia Agency Full-timeUse communication skills to help families understand protection options remotely, with flexible hours and clear expectations. Work from home with structured support.As a Client Onboarding Specialist, you will help families understand and set up protection options. The work follows a defined process rather than vague promises to help people. You will use...