Client Onboarding Associate Intern
1 week ago
Company Description
Purpose Advisor Solutions is an innovative financial services company focused on
creating the tools, services and support to help financial advisors build their own
businesses. Our team is passionate about helping advisors and is building a new
business model to provide what they need to thrive and succeed. Purpose Advisor
Solutions is owned by Purpose Financial, an independent financial services
organization with an unrelenting focus on customer-centric innovation driven
through technology.
**Job Description**:
We are looking for a Client Onboarding Associate Intern on a full-time basis (40 hrs/week) to immediately join our Advisor Experience team for a 3-month period with a possible extension. This role is primarily centered around being a key source of support for the team and will review work for quality and accuracy to make sure operations run smoothly. This is the perfect opportunity for someone who is passionate about the wealth management space and is looking to make a meaningful impact.
If this sounds like something you would be interested in, we would like to speak to
you
**Responsibilities**:
- You will be the point of contact with advisors to ensure any questions or
concerns are directed to the correct DRI (Directly Responsible Individual).
- You will help with onboarding high-net-worth clients for a white-label portfolio
management firm.
- You will work directly with our internal teams to help coordinate all required
components to a successful client onboarding.
- You will have high attention to detail and ensure that data is input
correctly.
**Qualifications**:
**The skills and experience we are looking for**:
- You are working towards your degree in a related field.
- Previous co-op experience in customer service, preferably in the financial services industry is not required but will be beneficial.
- High attention to detail, customer service, and organized skills.
- You have strong written and verbal communication skills and enjoy speaking with people on the phone about financial products.
- You have the desire to use your analytical and critical thinking skills to solve client problems.
- You enjoy helping build businesses and thrive in a dynamic, product-launch environment.
- Comfortable working in a self-managed work environment with time & task management skills.
- Bilingual (English & French) is a strong asset.
Additional Information
Purpose Advisor Solutions is an equal employer and we are dedicated to fostering
during any stage of the recruitment process, please contact any member of the
We thank all applicants for their interest; however, only those selected
for interviews will be contacted.
-
Client Onboarding Associate
7 days 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...
-
Toronto, Canada RBC Full timeAssociate Director, Client Onboarding Solutions Join to apply for the Associate Director, Client Onboarding Solutions role at RBC. Overview With the vision to deliver an undisputed, frictionless, end-to-end client onboarding experience for new and existing RBCIS Clients, this role is responsible for driving significant change and continuous improvement in...
-
Toronto, Canada RBC Full timeAssociate Director, Client Onboarding Solutions Join to apply for the Associate Director, Client Onboarding Solutions role at RBC. Overview With the vision to deliver an undisputed, frictionless, end-to-end client onboarding experience for new and existing RBCIS Clients, this role is responsible for driving significant change and continuous improvement in...
-
Client Onboarding Manager
7 days ago
Toronto, Canada Citi Full time**The role is part of the TTS North America Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account **openings/maintenance,** technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite.**: **Job Background/context**: **Citi Treasury and Trade...
-
Client Onboarding Manager
2 days ago
Toronto, Canada Citi Full time**The role is part of the TTS North America Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account **openings/maintenance,** technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite.**: **Job Background/context**: **Citi Treasury and Trade...
-
Client Onboarding Manager
2 weeks ago
Toronto, Canada Citi Full timeThe role is part of the TTS North America Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account openings/maintenance, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. **Job Background/context**: Citi Treasury and Trade Solutions...
-
Associate Director, Client Onboarding
4 days ago
Toronto, Canada RBC Full timeA leading financial institution in Toronto is seeking an Associate Director for Client Onboarding Solutions. This role focuses on enhancing client experiences through strategic change and innovation, utilizing data analytics and continuous improvement processes. Responsibilities include delivering client-centric onboarding solutions and driving efficiency...
-
Associate Director, Client Onboarding
3 days ago
Toronto, Canada RBC Full timeA leading financial institution in Toronto is seeking an Associate Director for Client Onboarding Solutions. This role focuses on enhancing client experiences through strategic change and innovation, utilizing data analytics and continuous improvement processes. Responsibilities include delivering client-centric onboarding solutions and driving efficiency...
-
Toronto, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity? With the vision to deliver an undisputed, frictionless, end-to-end client onboarding experience for new and existing RBCIS Clients, this role is responsible for driving significant change and continuous improvement in the client onboarding lifecycle. Leads the implementation of tactical and strategic solutions across...
-
Toronto, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity? With the vision to deliver an undisputed, frictionless, end-to-end client onboarding experience for new and existing RBCIS Clients, this role is responsible for driving significant change and continuous improvement in the client onboarding lifecycle. Leads the implementation of tactical and strategic solutions across...
