Senior Onboarding Specialist
2 days ago
As a Senior Onboarding Specialist at Worldsource Wealth Management, you will play a crucial role in providing exceptional customer service to new advisors.
Key Responsibilities:- Escalation Resolution: Resolve complex issues related to new transition advisors promptly and accurately, demonstrating strong business acumen and excellent communication skills.
- Business Process Navigation: Effectively navigate essential business processes, ensuring knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO.
- Data Accuracy: Ensure client onboarding data accuracy, applying high standards of quality control to enable advisors to access new client packages through digital onboarding systems seamlessly.
- Collaboration: Collaborate with internal and external partners to gather necessary information, facilitating timely and efficient information flow among teams.
- Client Setup: Complete tasks related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, adhering to SLAs for a seamless client experience.
- Account Information Update: Update account information and collaborate closely with internal stakeholders to ensure compliance with documentation related to CRA and IRS self-certification of residency status.
- E-Delivery Management: Manage and update client preferences related to e-delivery for clients, statements, confirms, and tax forms, ensuring smooth and accurate communication.
- Task Coordination: Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience.
- Fluent in both English and French is required.
- Post-secondary education and/or 2 years in Brokerage operation or transition of New advisor onboarding.
- Excellent communication and organizational skills.
- Excellent attention to detail, and problem-solving skills.
- Ability to work independently as well as in a team environment.
- Knowledge of Dataphile, Unifide, or Inform is an asset.
$60,000 - $80,000 per annum, commensurate with experience.
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Senior Onboarding Specialist
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