![BMO Financial Group](https://contents.bebee.com/companies/ca/bmo-financial-group/avatar-kqAdd.png)
Senior Client Onboarding Manager
1 month ago
As a key member of the BMO Financial Group team, the Senior Client Onboarding Manager will play a vital role in ensuring a seamless and efficient onboarding experience for our clients.
Key Responsibilities:
- Lead and manage a team of onboarding professionals to deliver high-quality service to clients.
- Develop and implement onboarding processes and procedures to ensure compliance with regulatory requirements.
- Collaborate with cross-functional teams to identify and resolve client onboarding issues.
- Monitor and analyze onboarding performance metrics to drive process improvements.
- Analyze market trends and competitor activity to stay ahead of the curve in onboarding innovation.
Requirements:
- 5+ years of experience in a client onboarding role or a related field.
- Proven track record of delivering high-quality results in a fast-paced environment.
- Strong leadership and team management skills.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team environment.
- Strong analytical and problem-solving skills.
-
Lead Client Onboarding Manager
6 days ago
Toronto, Ontario, Canada BMO Financial Group Full timeAs a Lead Client Onboarding Manager at BMO Financial Group, you will play a critical role in ensuring seamless client onboarding experiences. This position requires a seasoned professional with expertise in client management, process optimization, and regulatory compliance.Key ResponsibilitiesDevelop and implement comprehensive client onboarding strategies...
-
Toronto, Ontario, Canada BMO Financial Group Full timeAt BMO Financial Group, we are driven by a shared Purpose: Boldly Grow the Good in business and life. As a contract worker on our team, you are valued, respected, and heard, with more ways to grow and make an impact.We are currently sourcing for a Senior Project Manager position on a 12-month contract within Client Services and Implementations, responsible...
-
Client Onboarding Specialist
6 months ago
Toronto, Canada Veta Virtual Full time**About Us**: Veta Virtual is a rapidly growing company that is redefining the traditional virtual receptionist industry. We are actively seeking energetic and passionate people who are eager to learn and grow. We aim to change how businesses work by streamlining how they interact with their customers. Veta Virtual was founded in 2021 and is currently...
-
Client Onboarding Specialist
6 months ago
Toronto, Canada Marsh Full timeMarsh Canada is seeking a **Client Onboarding Specialist** for our Toronto office (Hybrid) **What can you expect?** Client Onboarding Operations is a newly created function within Marsh, established in response to colleague feedback that we need a better way to onboard our new clients and manage the renewal of our client engagements. You will be part of an...
-
Client Onboarding Specialist
5 hours ago
Toronto, Ontario, Canada Caret Full timeRole OverviewWe are seeking a highly skilled Client Onboarding Specialist to oversee the implementation, data migration, and onboarding of our CARET Legal clients. The successful candidate will have excellent communication skills, build strong rapport with clients, and balance their needs with internal resources.ResponsibilitiesManage client onboarding...
-
Client Onboarding Specialist
6 months ago
Toronto, Canada Veta Virtual Full time**About Us**: Veta Virtual is a rapidly growing company that is redefining the traditional virtual receptionist industry. We are actively seeking energetic and passionate people who are eager to learn and grow. We aim to change how businesses work by streamlining how they interact with their customers. Veta Virtual was founded in 2021 and is currently...
-
Client Onboarding Specialist
3 months ago
Toronto, Canada The Leadership Agency Full time(thisis an onsite opportunity based in downtownToronto)Ourclient is a pioneering FinTech firm specializing in cuttingedgebanking solutions. They are on a mission to help businesses andambitious entrepreneurs grow globally! With a focus on variousfinancial products and services they are transforming businessfinancial management globally. They work with over...
-
Client Success Ambassador
6 days ago
Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full timeAbout InTouchLink Senior Living Solutions">We're a rapidly growing tech startup dedicated to enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to thrive.">Role Overview">We're...
-
Strategic Customer Onboarding Manager
2 weeks ago
Old Toronto, Canada Yotpo Full timeAre you passionate about delivering exceptional customer experiences and driving business growth? We're looking for a skilled Senior Implementation Manager to join our team at Yotpo, a leading e-commerce retention solutions provider.• Company Overview: At Yotpo, we help brands turn one-time shoppers into lifelong customers through innovative loyalty...
-
Old Toronto, Canada RBC Full timeb>As Senior Manager, Client Acquisition, you will lead the development and implementation of new client acquisition strategies and enrolment growth for the online accounts payable (AP) platform RBC PayEdge focusing on two client targets: 1. New Client Acquisitions (NCA) (i.e., p>RBC PayEdge is a fintech owned by RBC Commercial Banking. Given that PayEdge...
-
Client Onboarding Associate
6 months ago
Toronto, Canada FundThrough Full timeWe’re looking for our next Client Onboarding Associate (OA). As an OA at FundThrough, you will play a pivotal role in driving client onboarding and providing exceptional customer service. Your primary responsibility will be to manage and nurture inbound leads, build strong relationships with prospective clients, and convert them into customers. With your...
-
Old Toronto, Canada Royal Bank of Canada Full timeh3>Senior Manager, Client Acquisition - RBC PayEdgeWhat is the opportunity? As Senior Manager, Client Acquisition, you will lead the development and implementation of new client acquisition strategies and enrolment growth for the online accounts payable (AP) platform RBC PayEdge focusing on two client targets:New Client Acquisitions (NCA) (i.e., li>RBC...
-
Client Onboarding Specialist
6 months ago
Toronto, Canada Notified Full timeNotified is adding a **Client Onboarding Specialist **to the Onboarding team in Toronto. This position offers a hybrid work schedule; Tuesday, Wednesday & Thursday in our office with the option of working remotely on Monday & Friday. You will also promote Notified’s capabilities to clients and identify sales opportunities to be forwarded to the account...
-
Senior Manager, Onboarding Support
1 month ago
Toronto, Canada Scotiabank Full timeRequisition ID: 209944Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Senior Manager, Onboarding Support leads a team that is responsible for supporting Canadian Wealth Management (CWM) businesses in all account opening & maintenance activities and providing direction and support to CWM...
-
Senior Client Relationship Manager
2 weeks ago
Old Toronto, Canada WTW Full timeJob Overview">We are seeking an experienced Senior Client Relationship Manager to lead a book of clients and provide day-to-day leadership support to large, complex clients. As a key member of our team, you will be responsible for maintaining and growing a portfolio of high-profile clients, developing strategic plans to meet their needs, and delivering...
-
Technical Client Solutions Coordinator
1 week ago
Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full timeAt InTouchLink Senior Living Solutions, we are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves.We value a collaborative and...
-
Strategic Onboarding Manager
6 days ago
Old Toronto, Canada Manulife Insurance Malaysia Full timeAbout the RoleAs a Strategic Onboarding Manager at Manulife Wealth, you will play a critical role in ensuring a seamless transition for new advisors joining our team. Your expertise will be instrumental in driving high performance and continuous development within your team.Key ResponsibilitiesLead and manage a team responsible for onboarding and...
-
Assistant Manager, Client Onboarding Processing
6 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 181798 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Assistant Manager, Client Onboarding Processing leads a team that is responsible for supporting Canadian Wealth Management (CWM) businesses in all account opening & maintenance activities and providing direction and support to...
-
Senior Onboarding Project Manager
4 weeks ago
Toronto, Ontario, Canada American Express Global Business Travel Full timeJob SummaryWe are seeking a highly skilled Senior Onboarding Project Manager to lead the customer onboarding experience with internal partners, teams, and third parties. This role will focus on implementing regional/global projects, applying GBT project documents, and following the SID implementation process.Main ResponsibilitiesLead the customer...
-
Onboarding Specialist
6 months ago
Toronto, Canada EcoOnline Full time**About us.** **Workplace safety is a fundamental part of our DNA, and we take pride in ensuring that we make a positive impact on the lives of others.** By developing leading software solutions that safeguard people and the environment, we are positively impacting the world. Leveraging data and technology to drive a modern culture of health and safety...