Dedicated Client Service Advisor
- Montreal, QC, Canada
Pay Rate: $27.00/hour · Contract
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Job details
- Pay
- Pay Rate: $27.00/hour
- Job type
- Contract
- Apply by
- Experience
- 2+ years of experience in banking, financial services, client onboarding, account management, or client support
- Posting language
- English
- Posted
Original job description
Vacancy: This is a net new role, and the successful candidate will be hired into an new position.
*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.
Pay Rate: $27.00/hour
Insight Global is seeking a Client Onboarding Specialist to support a leading financial services organization. This individual will serve as a key point of contact for commercial and business clients, managing onboarding activities, account setup, documentation review, and digital banking support. The ideal candidate is client-focused, detail-oriented, and experienced working within a banking or financial services environment. Relevant responsibilities and qualifications are based on experience commonly seen in commercial banking onboarding, documentation, and client support functions.
Day-to-Day Responsibilities
- Support commercial and business clients through onboarding and account setup processes
- Review and validate client documentation to ensure accuracy and compliance
- Assist clients with digital banking platform enrollment, access, and troubleshooting
- Serve as a primary point of contact for client inquiries and issue resolution
- Partner with internal teams including operations, compliance, legal, and risk to facilitate onboarding activities
- Maintain accurate client records and documentation
- Provide exceptional customer service through phone, email, and virtual communication channels
- Track onboarding progress and ensure timely completion of client requests
Must-Have Qualifications
- 2+ years of experience in banking, financial services, client onboarding, account management, or client support
- Experience reviewing documentation and working within regulated environments
- Strong communication and relationship-building skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency with Microsoft Office Suite
- Experience working with CRM or banking platforms
Nice-to-Have Qualifications
- Commercial banking experience
- Digital banking or client migration experience
- Knowledge of AML/KYC processes
- Experience with Salesforce, Zendesk, Jira, or similar platforms
- Bilingual English/French
More about this job
Responsibilities
Guide commercial and business clients through onboarding, account setup, documentation review, and digital banking enrollment and support. Resolve client inquiries, coordinate with internal operations and compliance teams, maintain accurate records, and track requests through completion.
Requirements
Requires at least two years of experience in banking, financial services, onboarding, account management, or client support, including documentation review in a regulated environment. Candidates should have strong communication and relationship-building skills, be able to manage competing priorities, and be proficient with Microsoft Office and CRM or banking platforms.
Skills
- Client Onboarding
- Account Setup
- Documentation Review
- Regulatory Compliance
- Digital Banking Support
- Issue Resolution
- Cross-Functional Collaboration
- Recordkeeping
- Customer Service
- Communication
- Prioritization
- Microsoft Office Suite
- CRM Platforms
- Banking Platforms
- AML/KYC Processes
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
Keywords
- Commercial Banking
- Financial Services
- Client Onboarding
- Account Setup
- Documentation Review
- Regulatory Compliance
- Digital Banking
- Client Support
- Account Management
- Client Inquiries
- Issue Resolution
- Operations
- Compliance
- Legal
- Risk
- Client Records
- Customer Service
- Microsoft Office Suite
- CRM
- Banking Platforms
- AML/KYC
- Salesforce
- Zendesk
- Jira
- Client Migration
- English
- French