Client Onboarding & Account Services Specialist

Ventum Financial; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Ventum Financial is seeking a Client Onboarding & Account Services Specialist to provide centralized operational support across the client lifecycle. You will handle onboarding, maintenance, digital access, and data integrity while coordinating with Advisors, Operations and Compliance.

The role emphasizes ownership of inquiries through resolution, and participating in system enhancements, testing and documentation. A strong focus on data quality and timely communication is required.

Qualifications

• Client onboarding, maintenance and servicing within established procedures.
• Maintain accurate client records and supporting documentation.
• Coordinate with internal stakeholders for reviews and approvals.
• Support digital onboarding and client portal access.
• Identify data quality issues and opportunities for process improvements.
• Assist in testing and documentation for system enhancements.

Responsibilities

• Process and support client account onboarding, maintenance and servicing within service expectations.
• Maintain client account information and coding in Dataphile and other systems.
• Support EFT setup, KYC updates, hold mail, and account changes.
• Coordinate with Advisors, Operations and Compliance on escalations.
• Facilitate onboarding of clients to digital channels and portals.
• Identify and communicate data discrepancies or processing errors.
• Assist in training and SOP updates related to onboarding processes.

Skills

Client onboarding

KYC updates

Data accuracy

Stakeholder communication

Process improvement

Education

Bachelor's degree in business or related field

Tools

Dataphile

MAKO

Job description

Ventum Financial is seeking a Client Onboarding & Account Services Specialist to provide centralized operational support across the client lifecycle. You will handle onboarding, maintenance, digital access, and data integrity while coordinating with Advisors, Operations and Compliance.

The role emphasizes ownership of inquiries through resolution, and participating in system enhancements, testing and documentation. A strong focus on data quality and timely communication is required.