Client Onboarding Specialist

1 week ago


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 demonstrate strong communication and multitasking skills. A collaborative attitude is essential in this supportive environment.#J-18808-Ljbffr


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