Ventum Financial is seeking a Client Onboarding & Account Services Specialist to provide centralized operational support across the client lifecycle. You will handle onboarding, maintenance, digital access, and data integrity while coordinating with Advisors, Operations and Compliance.
The role emphasizes ownership of inquiries through resolution, and participating in system enhancements, testing and documentation. A strong focus on data quality and timely communication is required.
#J-18808-Ljbffr
Client Onboarding & Account Services Specialist in Toronto employer: Ventum Financial
Join a dynamic and innovative team as the Vice President of Wealth and Insurance Services, where your leadership will shape the future of client services in a collaborative financial landscape. Our company fosters a culture of mentorship and growth, offering robust training programs and opportunities for professional development, all while ensuring compliance and accountability. Located in Ontario or BC, we pride ourselves on building strong relationships with clients and stakeholders, making us an exceptional employer for those seeking meaningful and rewarding careers in the financial sector.
