Support seamless transitions as an Associate in Client Account Onboarding in a hybrid setting in Toronto. This role demands precision in client account transfers and onboarding tasks.
As part of the Client Onboarding team, your responsibilities will involve managing client transactions, ensuring compliance, and collaborating with various stakeholders. Your operations background will aid in facilitating efficient transfers and maintaining accurate records. This position suits detail-oriented professionals looking to advance their careers in banking operations.
Key Responsibilities:
• Facilitate and support client transfers for advisors
• Ensure compliance when opening new client accounts
• Track status of onboarding activities rigorously
• Review documents for regulatory accuracy
• Collaborate with teams to enhance client service efficiency
Requirements:
• 2–3+ years of banking operations experience necessary
• Strong skills in Microsoft Excel and Word requ...