Associate, New Accounts Services
About the role
Our Financial Services client has recently onboarded a major new partner and are seeking 5 Associates to join their New Accounts, Services team. This role will support a high volume of client onboarding activities from their Vancouver office.
Key Responsibilities
- Accurately enter and update client information, financial data and account details within the internal Wealth Management system
- Review and validate KYC and account opening documentation to ensure completeness, accuracy and compliance with regulatory standards
- Process client onboarding requests, updates and account maintenance tasks in alignment with internal policies and regulatory standards
- Work through backlog tasks and high-volume workflows with speed and precision
- Maintain strong data integrity and follow established processes to ensure accounts are opened correctly
What We’re Looking For
- Experience in operations, data entry, account administration, finance, or another detail-heavy environment
- Experience with data entry systems and exceptional ability to learn new technical platforms and workflows quickly
- Familiarity with tools such as Dataphile, Docusign are considered an asset
- Proven ability to manage repetitive workflows while maintaining quality
- A reliable, punctual, and team-oriented approach
- Knowledge of KYC or Wealth Management operations processes or the Canadian Security Course is considered an asset
Schedule & Details
- Shift: Fully On Site, Monday to Friday, 7:30 AM – 3:30 AM
- Location: Downtown Vancouver
- Office runs on Toronto time (Eastern), so early start times are essential
- Contract length: 4 months start date being December 9th
About Altis Recruitment
Altis Recruitment is a recognized leader in the delivery of recruitment and staffing services across Canada. We place qualified job seekers in temporary, contract and permanent positions within Finance and Accounting, Construction, Property Management, Administrative Support, Human Resources, Communications, Medical/Health Professionals and Information Technology, among others.
Associate, New Accounts Services
About the role
Our Financial Services client has recently onboarded a major new partner and are seeking 5 Associates to join their New Accounts, Services team. This role will support a high volume of client onboarding activities from their Vancouver office.
Key Responsibilities
- Accurately enter and update client information, financial data and account details within the internal Wealth Management system
- Review and validate KYC and account opening documentation to ensure completeness, accuracy and compliance with regulatory standards
- Process client onboarding requests, updates and account maintenance tasks in alignment with internal policies and regulatory standards
- Work through backlog tasks and high-volume workflows with speed and precision
- Maintain strong data integrity and follow established processes to ensure accounts are opened correctly
What We’re Looking For
- Experience in operations, data entry, account administration, finance, or another detail-heavy environment
- Experience with data entry systems and exceptional ability to learn new technical platforms and workflows quickly
- Familiarity with tools such as Dataphile, Docusign are considered an asset
- Proven ability to manage repetitive workflows while maintaining quality
- A reliable, punctual, and team-oriented approach
- Knowledge of KYC or Wealth Management operations processes or the Canadian Security Course is considered an asset
Schedule & Details
- Shift: Fully On Site, Monday to Friday, 7:30 AM – 3:30 AM
- Location: Downtown Vancouver
- Office runs on Toronto time (Eastern), so early start times are essential
- Contract length: 4 months start date being December 9th
About Altis Recruitment
Altis Recruitment is a recognized leader in the delivery of recruitment and staffing services across Canada. We place qualified job seekers in temporary, contract and permanent positions within Finance and Accounting, Construction, Property Management, Administrative Support, Human Resources, Communications, Medical/Health Professionals and Information Technology, among others.