Embark on a rewarding contract as an Associate in Client Onboarding with a hybrid work model in Toronto, ON. Bring your banking expertise to support advisor and client transfers.
This 6-month contract role includes a strong potential for extension and conversion. Candidates should have 2–3+ years of banking operations experience and a proficiency in Microsoft Excel and Word. Your responsibilities will include account openings, transfer monitoring, and assisting with onboarding documentation.
Key Responsibilities:
• Support advisor and client transfers between banks
• Open and set up new client accounts efficiently
• Monitor and follow up on client transfer requests
• Assist with onboarding documentation and processes
• Conduct policy reviews and manage escalations
Requirements:
• 2–3+ years in banking operations or financial services
• Experience with account openings and transfers
• Retail banking experience preferred
• Strong customer service and c...