Client Onboarding Specialist
1 week ago
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 demonstrate strong communication and multitasking skills. A collaborative attitude is essential in this supportive environment.#J-18808-Ljbffr
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Onboarding Specialist
2 weeks ago
Toronto, Canada MarkiTech Full timeWe are looking for a dedicated, well-spoken onboarding specialist to join our client experience department. The responsibilities of the onboarding specialist include helping new pilot clients / learning the company product, showing new clients, and gathering the necessary paperwork. Ultimately, a top-notch onboarding specialist should be a great...
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Client Onboarding Specialist
1 week 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...
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Onboarding Specialist
1 day ago
Toronto, Canada Granite Solutions Groupe, Inc. Full timeAbout Us 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...
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Toronto, Canada Procom Full time**The Opportunity**: Procom is seeking a seasoned professional to join our team as a Client Services Onboarding Specialist. Procom is one of North America’s leading staffing and contract workforce services providers. A privately held company, Procom has been deeply committed to continuous growth and improvement for both ourselves and our...
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Toronto, Canada Fidelity International Full timeA financial services company in Toronto is seeking an Onboarding Specialist to manage client onboarding processes. The successful candidate will coordinate client documentation, act as the primary contact for inquiries, and collaborate with Wealth Advisors to enhance client experiences. Candidates should have a post-secondary degree in Business, Commerce, or...
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Hybrid Onboarding Specialist — Client Experience
24 hours ago
Toronto, Canada Fidelity International Full timeA financial services company in Toronto is seeking an Onboarding Specialist to manage client onboarding processes. The successful candidate will coordinate client documentation, act as the primary contact for inquiries, and collaborate with Wealth Advisors to enhance client experiences. Candidates should have a post-secondary degree in Business, Commerce, or...
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Toronto, Canada Fidelity International Full timeA financial services company in Toronto is seeking an Onboarding Specialist to manage client onboarding processes. The successful candidate will coordinate client documentation, act as the primary contact for inquiries, and collaborate with Wealth Advisors to enhance client experiences. Candidates should have a post-secondary degree in Business, Commerce, or...
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Client Onboarding Specialist
1 day ago
Toronto, Canada Focus Financial Partners Full timeA 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...
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Onboarding Specialist
4 days ago
Toronto, Canada Granite Solutions Groupe, Inc. Full timeAbout UsGranite (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...
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Onboarding Specialist
4 days ago
Toronto, Canada Granite Solutions Groupe, Inc. Full timeAbout UsGranite (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...