Onboarding Specialist

1 week ago

Toronto, Canada CMC Markets Full time

We have a new opportunity for an Onboarding Specialist to join our Premium Client Management team. This role will be based in our Toronto office **This is a permanent position.**

Are you an engaged and enthusiastic individual looking for:

- Your next challenge? to work for a Global firm with an award-winning trading platform?
- A company which focuses on growth and development
- Company perks such as LinkedIn Learning, referral bonuses
- 15 days vacation + birthday leave, RRSP contributions plus Health and Dental etc.
- Convenient location, office in Downtown Toronto

CMC Markets is a global leader in CFD trading and share investing. Our vision is to provide the ultimate online trading experience so everyone can achieve their financial potential. Since our launch in London in 1989, we’ve expanded globally with offices across Europe and Asia Pacific. Over 1.2 million clients make 67 million trades with us every year, and we’re still growing.

**Role & Responsibilities**

As our Onboarding Specialist, you will work collaboratively with the entire Canadian team including Sales, Client Services and Sales Traders. The Onboarding Specialist will play a major role in maintaining the smooth operation of the Canadian office.
- Provides on-going administrative support to the premium client management team to ensure a consistently high-quality client experience
- Ensure all account documentation is ready for processing. This includes KYC, AML, financial appropriateness, and sanctions checks
- Take ownership for ensuring accurate client information is recorded in relevant internal systems in a timely manner if required
- Owns the onboarding process for duplicate accounts from existing clients
- Effectively deals with internal queries relating to account opening process with a focus on getting it right the first time
- Provides on-going office administrative support to ensure a smooth business operations including: Regulatory and compliance administrative support, Client service and sales trading administrative support, Finance and payments administrative support
- Proactively identify opportunities to improve the internal processes and client experience
- Maintain KPI and SLA targets, both individually and as a team
- Escalate all issues in a timely manner to appropriate levels to ensure a consistently high level of support

**Key skills & Experience**
- Operates with integrity and a highly client centric mindset
- Demonstrates passion and enthusiasm for the financial services industry
- Excellent verbal and written communication skills
- Ability to work effectively as part of an team
- Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)

**Benefits**
- Competitive salary + Commission.
- Flexible working: 3 days in the office, 2 days at home.
- Charity give-back days.
- 1 extra annual day of leave for your birthday.
- CMC Benefits hub, Social Club, LinkedIn Learning, Novated Leasing + more.
- Generous L&D program so you can continue to build new skills to grow your professional career.
- Receive an extra day of annual leave after each year of service (max 25 days of annual leave after 5 years of service).

We value diversity, so we value unique experiences and backgrounds. Even if you only meet some of the requirements, we’d still like to hear from you.

**Job Type**: Permanent

**Salary**: $34,012.54-$55,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Toronto, ON M5H 1S3: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Will you now or in the future require sponsorship for employment visa status?
- Are you comfortable working in a hybrid setting?
- What are your salary expectations?

Work Location: Hybrid remote in Toronto, ON M5H 1S3

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