Client Outreach Analyst

onepoint; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading digital transformation firm in Montreal is seeking a skilled onboarding specialist to coordinate client processes and collaborate with various departments. The ideal candidate will have 2 to 5 years of experience in the financial industry, strong customer relations skills, and a good understanding of compliance and regulatory frameworks. This role offers a flexible work environment and excellent benefits including 3 weeks of vacation and professional growth opportunities.

Benefits

Minimum of 3 weeks’ vacation

Comprehensive group insurance plan

Employer contributions to group RRSP

Flexible work arrangements

Modern office space with refreshments

Annual tech equipment allowance

Career growth opportunities

People-centred culture

Qualifications

• 2 to 5 years of experience in the financial industry.
• Proficiency in handling customer relations.
• Ability to communicate effectively in English.

Responsibilities

• Coordinate onboarding/offboarding processes for clients.
• Analyze documents for account requirements.
• Create and update client information in databases.
• Contribute to integration projects and new systems.
• Implement new processes and provide demonstrations.

Skills

Customer relations skills

Data handling skills

Financial knowledge (stocks, fixed income, etc.)

Regulatory knowledge (Dodd Frank, FATCA)

KYC process familiarity

Compliance understanding

Education

University degree or relevant experience in finance

Job description

Overview

Onepoint is a key architect behind the major transformations of businesses and public sector organizations. We support our clients from strategy through to technological implementation—always aiming to think beyond the obvious. We are committed to principles of Economic, Social, Environmental, and Technological Responsibility (RESET), with the goal of creating new ways of working, new business models, and smart, forward-thinking environments.

Over the past 20 years, we’ve grown into a leading player in digital transformation, with more than 3,500 employees across Europe, Tunisia, North America, and the Asia-Pacific region.

What We Look For

COURAGE – AUTHENTICITY – OPENNESS – COMMITMENT – ELEGANCE

These are the values that unite our people at Onepoint. We work with passionate individuals who are eager to share their expertise within open, collaborative teams. They show initiative, challenge themselves, and grow through continuous learning. At the heart of Onepoint are genuine human connections and a deep respect for our environment. We strive for excellence and believe in bringing our best to every client.

Job Description

By joining our “onboarding team,” you will have the opportunity to collaborate with a dynamic group of industry professionals who work with senior management, sales teams, legal, and risk to facilitate the new business pipeline. Our team uses its expertise, experience, technology, and relationships within the company to manage the entire client onboarding process.

Responsibilities

• You will coordinate the onboarding and offboarding processes for clients and internal accounts, ensuring an efficient workflow and rigorous follow-up with various departments, including KYC, Credit/Risk, Legal, E-Solutions, Treasury, Client Services, and Business Data in North America and worldwide.
• Analyze and determine the documents required for accounts based on counterparty type and products traded, as well as approve the adequacy of documents and financial information received from potential clients.
• You will be responsible for creating and updating client information, documents, and product/limit requests in various databases/systems.
• You will have the opportunity to contribute to company-wide projects related to integration, new systems, data upgrades, and new regulations.
• You will implement new processes, participate in the launch of new systems, and provide demonstrations to other departments.
• You will assist the front office in quickly and accurately integrating new business, finding customized solutions to client needs.

Qualifications

• 2 to 5 years of experience in the financial industry;
• University degree or experience in the financial industry;
• Experience in customer relations and public relations skills;
• Skills in data handling and metrics collection;
• Possess a wide range of financial knowledge: stocks, fixed income, OTC, futures, options, etc.;
• Be well informed about recent regulatory developments, e.g., Dodd Frank, FATCA, FinCEN;
• Knowledge of legal documents related to opening accounts;
• Be familiar with the KYC (Know Your Customer) process;
• Familiarity with compliance regulations;

Ability to communicate in English, both verbally and in writing. English is required as the person in this position will be required to collaborate regularly with colleagues and partners outside Quebec.

Only candidates who are legally authorized to work for any employer in Canada will be considered.

Benefits

• A minimum of 3 weeks’ vacation starting in your first year
• Comprehensive group insurance plan with generous employer contributions
• Employer contributions to a group RRSP
• Flexible work arrangements: hybrid, remote, or in-office
• A welcoming, modern office space with fresh fruit, coffee, beverages, occasional team lunches, and more
• Annual tech equipment allowance
• Flexible schedules and a balanced work environment
• Career growth opportunities, including training, certifications, online or in-person learning, and access to the Onepoint Academy
• A global network of experts who love sharing knowledge
• A people-centred culture focused on individual growth and a strong sense of belonging