Client Onboarding & Relations Specialist

RPIA Capital Management; Toronto; On-site; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance and wellbeing support

Employee Assistance Program

Professional growth opportunities

Job summary

RPIA is hiring a full-time Associate, Client Relations in Toronto to provide essential operational and administrative support, ensuring accuracy and a seamless client experience.

You will coordinate onboarding, transactions, KYC, CRM updates in Salesforce, and recurring client reporting, collaborating with fund administrators and service providers to enable scalable growth and strong client engagement.

Qualifications

• Degree or diploma in Business Administration, Finance, or a related field.
• Minimum of two years of experience in an administrative, operations, client service, or financial services support role.
• Experience working with CRM systems and document management platforms, with strong attention to data accuracy and recordkeeping.
• Proficiency in Microsoft Office; Salesforce or similar systems is an asset.

Responsibilities

• Onboard clients by coordinating all administrative aspects of the onboarding process, ensuring timely and accurate documentation.
• Coordinate preparation, collection and processing of client transaction documentation.
• Provide client service support by preparing materials, coordinating meetings, and following up on inquiries.
• Assist with KYC documentation and records to support regulatory and firm requirements.
• Maintain accuracy of client information in Salesforce and document interactions.
• Compile and distribute recurring client reports with accurate data and timeliness.
• Liaise with internal teams and service providers for account setup and issue resolution.
• Identify process improvements to enhance efficiency and reduce operational risk.

Skills

CRM software experience

Attention to detail

Communication

Organization

Education

Degree or diploma in Business Administration/Finance

Tools

Salesforce

Microsoft Office

Job description

RPIA is hiring a full-time Associate, Client Relations in Toronto to provide essential operational and administrative support, ensuring accuracy and a seamless client experience.

You will coordinate onboarding, transactions, KYC, CRM updates in Salesforce, and recurring client reporting, collaborating with fund administrators and service providers to enable scalable growth and strong client engagement.