Client Onboarding Consultant

4 weeks ago

Montréal QC, Canada Aon Corporation Full time

Posting Description:
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.

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