Client Onboarding Specialist
4 days ago
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- Account Opening and Setup: Collaborate with our custodians to ensure timely account opening and setup, ensuring all necessary documentation is in order.
- 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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Client Onboarding Specialist
3 days ago
Toronto, Ontario, Canada Baker Tilly Canada Cooperative Full timeBaker Tilly KDN LLP is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele.About the RoleThe Client Onboarding Specialist plays a key function in setting up new client relationships for success. Serving as the client's first interaction with the Small Business Services team,...
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Client Onboarding Specialist
3 weeks ago
Toronto, Ontario, Canada Baker Tilly Canada Cooperative Full timeSave the exploring for your next adventureBaker Tilly KDN LLP (BT KDN) is looking for a Client Onboarding Specialist. At BT KDN, we ask our professionals to think beyond the numbers. Exceptional customer service and true business understanding are required to advise our clients and help them plan for tomorrow. Embrace a role with opportunities for continued...
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Onboarding Specialist
7 days ago
Toronto, Ontario, Canada Q Wealth Partners Full timeAbout the RoleThis is an exciting opportunity to join Q Wealth Partners as a Transition Specialist. In this role, you will be responsible for facilitating account openings, initiating transfers, and ensuring a seamless onboarding experience for our clients.
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Sales Onboarding Specialist
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our...
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Client Onboarding Expert
4 hours ago
Toronto, Ontario, Canada Alternative Finance, Inc. Full timeAbout Alternative PaymentsWe are an early-stage B2B payments and checkout infrastructure company, dedicated to revolutionizing financial services for managed service providers. Our mission is to provide a secure, reliable, and efficient payment experience for businesses across North America.Our platform integrates directly with a company's invoicing software...
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Technical Onboarding Specialist
4 hours ago
Toronto, Ontario, Canada Sterling Brokers Full timeAbout the RoleThe Technical Onboarding Specialist plays a critical role in ensuring a seamless and efficient onboarding experience for Sterling Brokers' clients. This position is responsible for managing and maintaining client and carrier data, facilitating technical setups, and driving successful client implementations.Key responsibilities include project...
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Onboarding Specialist
5 days ago
Toronto, Ontario, Canada OpenTable Full timeWith millions of diners, tens of thousands of restaurants, and 23+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a unique insight into the world of hospitality. We champion restaurants, bars, wineries, and other venues around the world, helping them attract guests, manage capacity, improve...
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Onboarding Specialist
5 days ago
Toronto, Ontario, Canada OpenTable Full timeWith millions of diners, tens of thousands of restaurants, and 23+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a unique insight into the world of hospitality. We champion restaurants, bars, wineries, and other venues around the world, helping them attract guests, manage capacity, improve...
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Customer Onboarding Specialist
1 day ago
Toronto, Ontario, Canada Alternative Finance, Inc. Full timeJob DescriptionAs a CX - Onboarding Specialist, you will be responsible for guiding new partners through the onboarding process, ensuring a seamless integration with our platform and enabling them to realize value quickly. Your key responsibilities will include leading onboarding for new partners from initial contact to activation and stability, assisting...
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Onboarding Specialist
6 days ago
Toronto, Ontario, Canada OpenTable Full timeWith millions of diners, tens of thousands of restaurants, and 23+ years of experience, OpenTable, part of Booking Holdings, Inc. (NASDAQ: BKNG), is an industry leader with a unique insight into the world of hospitality. We champion restaurants, bars, wineries, and other venues around the world, helping them attract guests, manage capacity, improve...
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Onboarding Solutions Specialist
1 day ago
Toronto, Ontario, Canada Alternative Finance, Inc. Full timeYour RoleWe are seeking a skilled CX - Onboarding Specialist to join our Customer Success team. As a key member of our team, you will be responsible for driving partner onboarding, implementation, engagement, and relationship management. Your primary focus will be on ensuring a smooth transition for new partners, facilitating payment migrations, and...
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Customer Onboarding Specialist
6 days ago
Toronto, Ontario, Canada Bonsai Full timeAbout BonsaiBonsai helps thousands of agencies and consultancies around the world win new clients, deliver projects on time and get paid. Bonsai's vision is to enhance operational efficiencies and driving profitability for consulting firms and agencies. The platform is meticulously designed to eliminate operational friction and simplify the management...
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SAP SuccessFactors Onboarding Specialist
6 days ago
Toronto, Ontario, Canada Hydroone Full timeSAP SuccessFactors Onboarding and Recruitment Implementation SpecialistHydro One is a large electricity transmission and distribution provider in Ontario, serving nearly 1.5 million customers. We are seeking an experienced SAP SuccessFactors Onboarding and Recruitment Implementation Specialist to join our HR Technology team.The successful candidate will have...
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Onboarding Implementation Specialist
1 day ago
Toronto, Ontario, Canada Alternative Finance, Inc. Full time**About Us**At Alternative Finance, Inc., we're revolutionizing financial services for managed service providers – one transaction at a time. We're building something special by combining cutting-edge payment technology with deep industry expertise.Job Description**We're seeking a proactive and detail-oriented CX - Onboarding Specialist to help new...
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Derivatives Onboarding Specialist Lead
4 days ago
Toronto, Ontario, Canada Compunnel Inc. Full timeWe are seeking an experienced Derivatives Onboarding Specialist to join our team at Compunnel Inc.About the RoleThis is a 12-month contract position, working in a hybrid environment with 3 days on-site. As a key member of our derivatives solutions team, you will be responsible for conducting derivatives onboarding functions for new accounts and brokers.Your...
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Customer Onboarding Specialist
5 days ago
Toronto, Ontario, Canada Float Financial Solutions Inc. Full timeAbout UsAt Float Financial Solutions Inc., we are passionate about simplifying finance and empowering businesses to achieve their goals. We believe that every business deserves access to innovative financial services that help them succeed.We are seeking an experienced Customer Onboarding Specialist to join our team. As a key member of our implementation...
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Senior Onboarding Specialist
1 day ago
Toronto, Ontario, Canada Alternative Finance, Inc. Full time**Job Overview**We are seeking a highly skilled CX - Onboarding Specialist to join our team at Alternative Finance, Inc. in Toronto.The successful candidate will be responsible for guiding new partners through the onboarding process, ensuring a seamless integration with our platform and enabling them to realize value quickly.This role requires technical...
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Onboarding Experience Strategist
16 hours ago
Toronto, Ontario, Canada Vantage Full timeVantage is a leading company in the retail media industry, with a strong focus on innovation and customer success. We are seeking an Enterprise Onboarding Specialist to join our team, who will be responsible for developing and implementing a scalable onboarding framework for our customers.This role requires a strong understanding of APIs, data integration,...
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Enterprise Onboarding Specialist
12 hours ago
Toronto, Ontario, Canada Vantage Full timeWe are seeking an experienced Technical Product Manager Lead to join our team at Vantage. As a key member of our leadership team, you will be responsible for driving the transformation of our onboarding process into a streamlined, productized experience.This role requires a strong understanding of APIs, data integration, and onboarding frameworks, as well as...
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Restaurant Onboarding Expert
5 days ago
Toronto, Ontario, Canada OpenTable Full timeAbout the RoleWe are seeking a highly skilled Restaurant Onboarding Expert to join our team. As an Onboarding Specialist, you will be responsible for the successful onboarding of our restaurant partners.You will use a consultative approach to configure, coordinate and deliver training to key staff on our Core, Pro, Basic and additional products.