Client Onboarding & Account Services Expert

Ventum Financial Corp.; Toronto; On-site; CAD 50,000 - 65,000; Full time

Job summary

Ventum Financial Corp. in Toronto is seeking a Client Onboarding & Account Services Specialist for a 6-month contract. You will provide centralized operational support across the client account lifecycle, onboarding, maintenance, and servicing, coordinating with Advisors, Operations, Compliance and other partners.

The role emphasizes data integrity, digital onboarding, and resolving operational inquiries, with opportunities to contribute to process improvements and SOP documentation.

Qualifications

• Experience with Dataphile or comparable wealth-management platforms.
• Post-secondary education in business, finance or related discipline.
• Experience within wealth management, brokerage operations or financial services.
• Knowledge of client account opening, maintenance and servicing processes.
• Experience supporting Advisors, Associates or internal partners in an operational environment.

Responsibilities

• Process client onboarding, maintenance and servicing accurately and within expected timelines.
• Maintain client account data integrity across systems.
• Coordinate with Advisors, Operations and Compliance on onboarding and servicing.
• Provide digital onboarding support, portal setup and access management.
• Identify data-quality issues and contribute to continuous process improvements.

Skills

Wealth-management ops

Cross-functional coordination

Operational excellence

Education

Finance/business degree

Tools

Dataphile

Job description

Ventum Financial Corp. in Toronto is seeking a Client Onboarding & Account Services Specialist for a 6-month contract. You will provide centralized operational support across the client account lifecycle, onboarding, maintenance, and servicing, coordinating with Advisors, Operations, Compliance and other partners.

The role emphasizes data integrity, digital onboarding, and resolving operational inquiries, with opportunities to contribute to process improvements and SOP documentation.