Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies.

This is a 12 Month term position.

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
• Prior knowledge of financial industry policies and regulations including AML/ATF, Privacy, KYC, QI & FATCA, CIRO Reg 1300 and CRS is an asset
• Knowledge of AS400, Broadridge, SCORE and WealthOne
• 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

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