Dedicated Client Service Advisor

Insight Global; Montreal (administrative region); On-site; CAD 34,000 - 40,000; Full time

Job summary

Insight Global is seeking a Client Onboarding Specialist to support a leading financial services organization in Montreal.

You will manage onboarding activities, review client documentation for compliance, and assist clients with digital banking enrollment and support. The role is client-facing and requires strong communication, with 2+ years in banking or financial services and experience with CRM or banking platforms.

Qualifications

• 2+ years in banking or financial services onboarding, account management, or client support.
• Experience reviewing documentation in regulated environments.
• Strong communication and relationship-building skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite.
• Experience working with CRM or banking platforms.

Responsibilities

• Support commercial and business clients through onboarding and account setup processes.
• Review and validate client documentation to ensure accuracy and compliance.
• Assist clients with digital banking platform enrollment, access, and troubleshooting.
• Serve as a primary point of contact for client inquiries and issue resolution.
• Partner with internal teams including operations, compliance, legal, and risk to facilitate onboarding activities.
• Maintain accurate client records and documentation.
• Provide exceptional customer service through phone, email, and virtual channels.
• Track onboarding progress and ensure timely completion of client requests.

Skills

Banking onboarding

Documentation review

Communication skills

Multitasking

MS Office

CRM platforms

Tools

CRM platforms

Salesforce

Zendesk

Jira

Job description

Vacancy: This is a net new role, and the successful candidate will be hired into an new position.

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Pay Rate: $27.00/hour

Insight Global is seeking a Client Onboarding Specialist to support a leading financial services organization. This individual will serve as a key point of contact for commercial and business clients, managing onboarding activities, account setup, documentation review, and digital banking support. The ideal candidate is client-focused, detail-oriented, and experienced working within a banking or financial services environment. Relevant responsibilities and qualifications are based on experience commonly seen in commercial banking onboarding, documentation, and client support functions.

Day-to-Day Responsibilities

• Support commercial and business clients through onboarding and account setup processes
• Review and validate client documentation to ensure accuracy and compliance
• Assist clients with digital banking platform enrollment, access, and troubleshooting
• Serve as a primary point of contact for client inquiries and issue resolution
• Partner with internal teams including operations, compliance, legal, and risk to facilitate onboarding activities
• Maintain accurate client records and documentation
• Provide exceptional customer service through phone, email, and virtual communication channels
• Track onboarding progress and ensure timely completion of client requests

Must-Have Qualifications

• 2+ years of experience in banking, financial services, client onboarding, account management, or client support
• Experience reviewing documentation and working within regulated environments
• Strong communication and relationship-building skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office Suite
• Experience working with CRM or banking platforms

Nice-to-Have Qualifications

• Commercial banking experience
• Digital banking or client migration experience
• Knowledge of AML/KYC processes
• Experience with Salesforce, Zendesk, Jira, or similar platforms