Specialist, Onboarding (18-month Contract)

August 16 2023
Expected expiry date: October 14 2023
Industries Bank, Insurance, Financial services
Categories Administrative, Clerical, Bank, Insurance, Financial services,
Montreal, QC • Full time

At Fiera Capital

We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions:

  • Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment.
  • Your Growth & Empowerment: We have ambitious growth goals for our firm, which makes us a great place to advance your career.
  • Your Rewards & Recognition: We deeply value our people and their contributions and that’s reflected in our competitive compensation and benefits packages and our collaborative culture.
  • Your Wellness Your Way: We strive to create a healthy work environment and we offer programs designed to support our employees’ wellbeing.

At Fiera Capital, we believe that the first impression is essential to building strong, lasting relationships. As a Client Onboarding Specialist, you will play a key role in ensuring our private wealth clients' journey starts off on the right foot. Your dedication to understanding client needs and guiding them through the onboarding process will be essential to our success.

Your responsibilities:

  • Collaborate with the client service team, custodians, and clients to gather necessary information and documentation (i.e., critical data, Fiera Capital documents, CRA documents and custodians’ documents) for a seamless onboarding and account opening process
  • Become familiar with all regulatory and compliance requirements related to new client onboarding
  • Promptly respond to all inquiries received from the PWA or IC on behalf of the new client(s), coordinate various administrative tasks and ensure appropriate follow up
  • Record and maintain client contacts and other related information in the appropriate CRM system (Salesforce)
  • Participate or lead the testing and implementation of operational enhancements and special projects

Must have requirements to be successful in this role:

  • Diploma in Business Administration, Commerce, or related field
  • Relevant experience in a client service or portfolio administration support function
  • Previous experience within the financial services industry
  • Proactive and detail-oriented professional with a passion for delivering exceptional client experiences
  • Ability to thrive in a fast-paced environment where your communication skills and organizational abilities make a significant impact
  • Excellent verbal and written communication in French. Functional English proficiency

Additional information:

  • Fiera Capital adheres to a hybrid working environment with 3 days in-office per week
  • If you are interested in a career at Fiera Capital and you meet 70% or more of the requirements, do not hesitate to submit your application!
Apply now!

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