Job Description

We are seeking an experienced Associate to support the Client Onboarding team within a fast-paced banking environment. The successful candidate will play a key role in supporting advisor transitions, facilitating client account transfers, and ensuring accurate and timely onboarding activities for new and existing clients.

This role is ideal for a detail-oriented operations professional with strong organizational skills, experience in banking operations, and the ability to manage multiple priorities in a high-volume environment. The candidate will work closely with advisors, operations teams, and internal stakeholders to ensure a seamless onboarding and transfer experience while maintaining compliance with internal policies and procedures.

Location: Toronto, ON (Hybrid – 2–3 days in office)
Contract Length: 6 Months (Extension or FTE Conversion Possible)
Hours: 9 AM–5 PM EST (may vary depending on advisory team time zones)

Pay: T4: 24.5/h / IC:28/h
RESPONSIBILITIES

• Support and facilitate client account transfers for advisors transitioning from other financial institutions.
• Open and establish new client accounts while ensuring accuracy and compliance with internal procedures.
• Track, monitor, and follow up on pending client transfers and onboarding activities.
• Review documentation, policies, and account information to ensure completeness and regulatory compliance.
• Manage escalations and resolve onboarding or transfer-related issues in a timely manner.
• Maintain accurate records and documentation related to client onboarding activities.
• Collaborate with advisors, operations teams, and internal stakeholders to ensure efficient processing and client service.
• Support ongoing operational processes and administrative activities within the Client Onboarding team.
• Utilize Microsoft Excel, Word, and internal banking systems to manage data, reporting, and account activities.
• Maintain strong attention to detail while handling sensitive client and operational information.

QUALIFICATIONS

• 2–3+ years of banking operations experience, preferably supporting account openings, transfers, or onboarding activities.
• Previous experience within Wealth Operations or retail/everyday banking operations environments preferred.
• Experience supporting account setup, client transfers, and operational processing activities.
• Strong proficiency with Microsoft Excel and Microsoft Word.
• Comfortable working with technology, operational systems, and large volumes of data.
• Experience handling escalations, issue resolution, and policy or procedural reviews.
• Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment.
• Excellent communication and interpersonal skills with the ability to collaborate across teams.
• High attention to detail and commitment to operational accuracy and compliance.

Preferred

• Previous customer service experience within banking or financial services.
• Bilingual communication skills in French and English.
• Interest in learning banking platforms, onboarding systems, and operational processes.
• Motivated self-starter with a willingness to learn and grow within the organization.

Education:

• Post-secondary education in Business, Finance, Administration, or a related discipline preferred.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees.