Client Onboarding Specialist

1 week ago

remote Vancouver British Columbia Canada fulltime November MyFO Full time $50,000 - $70,000 per year
We're looking for a Client Onboarding Specialist to join our Client Success team in providing a white-glove onboarding experience and proactive support to set clients up for success with MyFO. The right candidate brings a proven track record of success, excellent relationship-building skills, and strong financial knowledge. As a trusted MyFO product expert, you'll create a strong first impression that establishes the foundation for clients long-term success.
What you will be doing:
  • Provide outstanding customer experience to a portfolio of MyFO clients during their onboarding journey.
  • Proactively maintain high levels of customer engagement and satisfaction throughout the onboarding process that translate to successful launches and long-term retention.
  • Collaborate with team members in customer success, customer support and sales to ensure seamless handoffs and that customer needs are met
  • Become an expert on our product and common desired outcomes to support clients through successful onboarding and smooth transitions to ongoing support
  • Implement onboarding plans that guide customers towards achieving their goals and realizing value. 

You have:
  • 1-3 years experience in SaaS implementation or customer success 
  • A problem-solving mindset with a passion for managing and exceeding customer expectations
  • A strong attention to detail, especially with numbers
  • Preferred industry experience in accounting, finance, wealth management, or financial services, with an understanding of domain-specific challenges and client expectations.

You are:
  • Highly organized, data-driven and accountable
  • Empathetic and able to build strong relationships with clients
  • A self-starter with the ability to navigate and execute in fast-paced environments
  • Eager to learn and develop within an onboarding or customer success career path


This is a full time position. HQ is located in Vancouver, BC, but we're remote friendly.
The salary range for this position in Canada is $50k - $70k / year.
If you have the required qualifications, and you are interested in joining our team, please apply below.

About the Company
MyFO is a wealth management platform tailored for family offices, streamlining wealth management through secure, centralized tools. By consolidating essential financial data and offering customized workflows, MyFO enables families to manage, grow, and safeguard their assets with ease and efficiency.

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