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Investment Onboarding Specialist

2 months ago

Toronto, Ontario, Canada ThreePDS Inc Full time
Job Title: Investment Onboarding Specialist

We are seeking a highly skilled Investment Onboarding Specialist to join our team at ThreePDS Inc. As an Investment Onboarding Specialist, you will be responsible for ensuring a seamless onboarding experience for our institutional clients.

Key Responsibilities:
  • Develop and maintain a deep understanding of our clients' investment needs and goals.
  • Collaborate with the investment team to design and implement customized onboarding solutions.
  • Ensure timely and accurate execution of onboarding activities, including transition management, securities settlement, and fund settlement.
  • Provide exceptional client service and support throughout the onboarding process.
  • Stay up-to-date with industry developments and best practices in investment onboarding.
Requirements:
  • 5+ years of experience in investment onboarding or a related field.
  • Strong knowledge of investment products, including mutual funds, securities, and alternative investments.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.