Client Operations & Onboarding Specialist

Position: Client Operations & Onboarding Specialist Location: Toronto Pay Rate: $26 per hour Contract: 6-month contract with potential for extension Schedule: Fully remote Posting Type: Open vacancy Our client is a well-established financial services organization seeking a Client Operations & Onboarding Specialist to join their Business Operations team. This is an exciting opportunity for a detail-oriented operations professional who enjoys coordinating client onboarding, managing operational processes, maintaining CRM data, and collaborating across multiple teams to deliver an exceptional client experience. What You'll Do: - Coordinate and manage the end-to-end onboarding process for new and existing clients - Review documentation for accuracy, completeness, and compliance with internal requirements - Track onboarding progress and maintain accurate records within CRM and internal systems - Serve as the primary point of contact for onboarding inquiries, ensuring timely communication and follow-up - Partner with Relationship Managers, Technical Support, and other internal stakeholders to deliver a seamless onboarding experience - Create reports and maintain CRM data to support business operations and project initiatives - Support CRM administration, including user access, data integrity, reporting, and ongoing system enhancements - Identify opportunities to improve operational processes and support cross-functional initiatives - Ensure onboarding activities are completed accurately and in accordance with internal policies and regulatory requirements What We're Looking For We're interested in professionals with experience in one or more of the following: - Client onboarding or implementation - Operations or contract administration - Financial services, banking, lending, insurance, or another regulated industry - CRM platforms such as Salesforce or similar systems - Documentation review, compliance, quality assurance, or operational controls - Reporting, data management, and process improvement You'll also bring: - Exceptional attention to detail and organizational skills - Strong analytical and problem-solving abilities - Excellent written and verbal communication skills - The ability to manage multiple priorities while maintaining accuracy - A collaborative, customer-focused approach Why Apply? - Join a well-established financial services organization with a collaborative and supportive team culture - Gain exposure to client operations, onboarding, CRM administration, and business process improvement - Work cross-functionally with internal teams on impactful initiatives - Fully remote work environment - Six-month contract with strong potential for extension If you thrive in a fast-paced, process-driven environment and enjoy improving operational workflows while delivering an outstanding client experience, we'd love to hear from you! Please send your resume in Word format to Angela Quinlan at angela.quinlan@quantum.ca. REFER A TEMP HIRE AND EARN A BONUS! For details, click here. All applications are reviewed by our recruitment team, and hiring decisions are made by people. We may also use AI-enabled tools to support parts of the application review process. #tor1

Coordinate the end-to-end onboarding process for new and existing clients while ensuring documentation compliance. Manage CRM data integrity and collaborate with internal stakeholders to improve operational workflows.

Seeking a professional with experience in client onboarding, financial services, and CRM platforms like Salesforce. Candidates must possess strong organizational skills and the ability to manage multiple priorities in a regulated environment.

• Quality assurancePreferred

Identified from the job description. Confirm important requirements above.

• Client Onboarding
• CRM Administration
• Salesforce
• Documentation Review
• Compliance
• Data Management
• Process Improvement
• Operational Controls
• Reporting
• Analytical Problem Solving
• Stakeholder Collaboration
• Quality Assurance

• Finance & Accounting
• Customer Service & Support
• Administrative
• Data & Analytics

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week

Seniority

Associate