Client Onboarding Senior Representative

Is this role right for you?

In this role you will:

• Review, analyze and approve//reject documents for completion and accuracy using various system applications
• Provide support on account opening related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures
• Adhere to processing deadlines within established Service Level Agreement (SLA), ensuring customer satisfaction and processing efficiency levels are met and maintained
• Maintain client account integrity by performing sundry duties as required

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Post secondary education
• Canadian Securities Course (CSC) is an asset
• Proficient in Microsoft Word, Excel, and Power Point
• Effective communication skills to effectively provide detailed information to various departments
• The ability to exercise sound judgment in the prioritization of workload
• The ability to manage multiple interruptions while maintaining workload
• An ability to rapidly respond to inquiries in an intelligent and informed fashion
• The ability to manage conflicting priorities, aggressive delivery or problem resolution lead time, and highly valuable, extremely sensitive customer relationships
• A reactive and proactive focus on client service, industry regulations and product requirements
• Strong attention to detail