Client Onboarding Specialist

4 days ago


Toronto, Ontario, Canada Q Wealth Partners Full time
Job Overview

We are seeking a highly skilled Client Onboarding Specialist to join our team at Q Wealth Partners. As a key member of our onboarding process, you will be responsible for facilitating a seamless transition for our clients.

Key Responsibilities
  1. Account Opening and Setup: Collaborate with our custodians to ensure timely account opening and setup, ensuring all necessary documentation is in order.
  2. Transfer Coordination: Initiate transfers once accounts are opened, maintaining close communication with our clients and partners to ensure a smooth transfer process.


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