Current jobs related to Client Experience Onboarding Specialist - Toronto - MarkiTech


  • Toronto, Canada Marsh Full time

    Marsh 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...


  • Toronto, Canada Granite Solutions Groupe, Inc. Full time

    Granite (Canada) Solutions Financial Services Consulting ULC is a leading consulting firm specializing in financial services. We provide top-tier talent solutions to major banks, wealth management firms, and financial institutions. As we expand our operations in Canada, we are seeking an experienced, detail‑oriented Onboarding Specialist with a deep...


  • Toronto, Canada Granite Solutions Groupe, Inc. Full time

    Granite (Canada) Solutions Financial Services Consulting ULC is a leading consulting firm specializing in financial services. We provide top-tier talent solutions to major banks, wealth management firms, and financial institutions. As we expand our operations in Canada, we are seeking an experienced, detail‑oriented Onboarding Specialist with a deep...

  • Onboarding Specialist

    11 hours ago


    Toronto, Canada IFG - International Financial Group Full time

    Lead Recruitment at IFG - Banking - IT / Functional Our client, a leading financial institution, is seeking a Regulatory Compliance & Client Onboarding Specialist for a 6-month contract with strong potential for extension. This hybrid role requires 3 days per week in office, with occasional additional onsite days based on project needs. The role supports...

  • Onboarding Specialist

    3 hours ago


    Toronto, Canada IFG - International Financial Group Full time

    Lead Recruitment at IFG - Banking - IT / Functional Our client, a leading financial institution, is seeking a Regulatory Compliance & Client Onboarding Specialist for a 6-month contract with strong potential for extension. This hybrid role requires 3 days per week in office, with occasional additional onsite days based on project needs. The role supports...


  • Toronto, Canada Focus Financial Partners Full time

    A cross-border wealth management firm is seeking an organized and detail-oriented Onboarding Specialist to join their Client Service team in Toronto. This entry-level role involves guiding new clients through the onboarding process, assisting with account setups, and managing investment paperwork. Ideal candidates will possess a Bachelor’s degree and...


  • Toronto, Canada Focus Financial Partners Full time

    A cross-border wealth management firm is seeking an organized and detail-oriented Onboarding Specialist to join their Client Service team in Toronto. This entry-level role involves guiding new clients through the onboarding process, assisting with account setups, and managing investment paperwork. Ideal candidates will possess a Bachelor’s degree and...


  • Toronto, Canada Focus Financial Partners Full time

    A cross-border wealth management firm is seeking an organized and detail-oriented Onboarding Specialist to join their Client Service team in Toronto. This entry-level role involves guiding new clients through the onboarding process, assisting with account setups, and managing investment paperwork. Ideal candidates will possess a Bachelor’s degree and...

  • Onboarding Specialist

    2 weeks ago


    Toronto, Canada nugget.ai Full time

    **About the Company**: Mortgage Automator (MA) is a B2B SaaS software in the financial technology (fin-tech) space with a strong focus in private lending. In a nutshell, they are a cloud-based CRM that fully automates private lending business of any size: from document generation, compliance and reporting, to helping manage investor relations. They began in...


  • Toronto, Canada The Citco Group Limited Full time

    Senior Specialist, Client Onboarding - Accounting Toronto, Ontario, Canada About Citco: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front‑runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we...

Client Experience Onboarding Specialist

2 weeks ago


Toronto, Canada MarkiTech Full time

**We are hiring a Client Experience Onboarding Specialist at MarkiTech.**

As a Client Experience - Onboarding Specialist at MarkiTech, you will play a crucial role in ensuring a smooth and successful onboarding process for our customers. You will be responsible for integrating virtual care technologies and clinical decision support systems for patients into our platform, while also addressing gaps in care and enhancing patient experience. Your role will involve collaborating with healthcare professionals, analyzing data, training new team members, and implementing quality assurance measures.

**Responsibilities**:

- Conduct research: Stay up-to-date with the latest developments in virtual care technologies and clinical decision support systems. Incorporate research.
- findings into the development of manuals and guidelines.
- Identify gaps in care: Collaborate with healthcare professionals, including physicians and nurses, to identify areas where care for patients can be improved.
- Develop innovative solutions to address these gaps.
- Analyze data: Utilize patient outcome and satisfaction data to identify areas for improvement. Develop strategies to enhance patient care and overall experience.
- Train and mentor: Provide training and mentorship to new members of the T1 support team. Train them on handling customer inquiries through multiple.
- Quality assurance: Develop and implement quality assurance measures to ensure that customer inquiries are handled in a timely and accurate manner.
- Continuously monitor and evaluate customer service performance.
- Customer feedback: Monitor and analyze customer feedback to gain insights and identify opportunities for product development and service enhancements. Drive continuous improvement initiatives based on customer insights.

**Requirements**:

- Bachelor's degree in a related field (healthcare, technology, business or similar).
- Knowledge of virtual care technologies and clinical decision support systems is a bonus.
- Strong project management skills.
- Excellent communication and interpersonal skills.
- Training and mentoring experience is a plus.
- Attention to detail and a commitment to providing exceptional customer service.