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
- 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!
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