French Client Onboarding Advisor

Day to Day

We are seeking a Client Onboarding Advisor to serve as the primary point of contact for commercial and corporate clients throughout the onboarding journey. This individual will coordinate the client experience from initiation through account opening, Treasury and Payment Solutions setup, client training, and transition to ongoing service.

This is a hands-on, client-facing role for someone who can manage multiple basic to moderately complex implementations, maintain detailed plans and status updates, and coordinate across Sales, Product, Operations, Legal, Compliance, Technology, Client Service, and other internal partners.

The ideal candidate is organized, proactive, and comfortable leading conversations, explaining requirements, identifying risks or documentation gaps, and driving issues toward timely resolution while maintaining a strong client experience.

Must-Have Requirements

• Bilingual fluency in English and Quebec French (Québécois), with strong written and verbal communication skills in both languages.
• 3 to 6 years of relevant banking experience with knowledge of solution implementation, banking products and services, and banking group interrelationships.
• Experience coordinating end-to-end client onboarding, including commercial account opening, required documentation, approvals, and internal handoffs.
• Experience supporting or managing basic to moderately complex Treasury and Payment Solutions implementations.
• Strong client-facing communication skills with the ability to lead onboarding calls, implementation meetings, and client training sessions.
• Ability to manage multiple implementations, milestones, risks, dependencies, and status updates while maintaining accuracy and follow-through.
• Working knowledge of regulatory compliance, risk management, quality assurance, and audit-ready documentation.

Plusses

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related discipline.
• Experience coordinating User Acceptance Testing, also known as UAT, validation, or implementation readiness activities.
• Experience working across Sales, Product, Operations, Legal, Compliance, Technology, and Client Service teams.
• Advanced proficiency with Microsoft Office.

Role Details

MUST BE FLUENT IN FRENCH

12 month contract

Fully Remote

Pay Rate: 24-31/hr (some flexibility for the right candidate)