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Insigneo

Client and Operations Associate

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 27, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

The Client and Operations Associate is responsible for providing dedicated client service, operational, and administrative support to clients, Financial Advisors, custodians, and internal stakeholders. This role supports the efficient delivery of services while ensuring compliance with regulatory requirements, internal policies, and operational standards.

JOB RESPONSIBILITIES/MAIN FUNCTIONS

Review account opening documentation to ensure compliance with regulatory requirements, internal policies and procedures, and custodian guidelines.
Evaluate Source of Wealth (SOW) documentation and financial information for completeness and reasonableness, and communicate documentation requirements or deficiencies to clients as needed.
Maintain and update custodian account opening requirements, monitor pending documentation, and prepare status reports to support the account onboarding process.
Process client requests, including updates to personal and financial information, fund distributions, asset transfers, and requests for additional custodian services such as debit cards, checks, and other account-related services.
Coordinate with clients, Financial Advisors, custodians, and internal departments to assist in resolving account, operational, and service-related matters.
Respond to client inquiries regarding products, services, and account-related requests, and provide guidance on applicable procedures and requirements.
Support the onboarding and ongoing service needs of Financial Advisors by coordinating documentation, operational requests, and account-related inquiries.
Prepare ad hoc reports and support ongoing client training and information-sharing initiatives.
Handle client information in accordance with applicable privacy regulations, company policies, and confidentiality standards.
Provide administrative and office support, including office supply management, coordination of general office operations, and calendar and scheduling support for the Country Head.
Perform other duties and responsibilities as assigned.

JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)

Minimum of three (3) years of relevant work experience in financial services, wealth management, banking, or a related industry.
Bachelor’s degree is preferred but not required.
Fluency in Spanish, both written and verbal, is considered an asset.
Knowledge of account opening and client onboarding processes within the financial services industry.
Familiarity with Anti-Money Laundering (AML), Know Your Client (KYC), and client identification requirements.
Experience working with custodian platforms, CRM systems, and financial services applications is considered an asset.
Completion of, or willingness to pursue, industry-related certifications/licenses is considered an asset.

JOB COMPETENCIES (SKILLS AND CAPABILITIES)

Strong client service orientation with the ability to respond to requests in a timely, professional, and solution-focused manner.
Exceptional attention to detail and accuracy, with strong analytical and problem-solving skills.
Highly organized with the ability to manage multiple priorities and deadlines in a fast-paced environment.
Excellent verbal, written, and interpersonal communication skills, with the ability to build effective relationships with clients and internal stakeholders.
Self-starter with a proactive approach and a willingness to take ownership of responsibilities.
Proficiency in Microsoft Office Suite, particularly Excel, Outlook, Word, and PowerPoint. Experience with CRM systems, document management platforms, and financial services applications is an asset.
Ability to work under pressure and deliver high-quality work within established timelines.
Understanding of the importance of regulatory compliance, confidentiality, and adherence to internal controls and procedures.

WORKING CONDITIONS

Primarily office-based environment.
Regular use of computer systems and standard office equipment.
Ability to sit and work at a computer for extended periods.

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More about this job

Responsibilities

Review onboarding documentation and Source of Wealth information for completeness and compliance, manage account-related requests, and coordinate with clients, Financial Advisors, custodians, and internal teams. Provide client and advisor service, prepare reports, protect confidential information, and support office operations and the Country Head.

Requirements

At least three years of relevant experience in financial services, wealth management, banking, or a related industry is required; a bachelor’s degree is preferred but not required. Candidates should understand account opening, onboarding, AML, KYC, and client identification, and bring strong client service, communication, organizational, analytical, and Microsoft Office skills.

Skills

Client Service
Account Opening
Client Onboarding
AML Compliance
KYC Requirements
Regulatory Compliance
Source of Wealth Review
Custodian Platforms
CRM Systems
Financial Services Applications
Document Management
Attention to Detail
Analytical and Problem-Solving Skills
Organization and Prioritization
Communication and Relationship Building
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Wealth Management
Banking
Account Opening
Client Onboarding
Source of Wealth
AML
KYC
Client Identification
Regulatory Compliance
Custodian Platforms
CRM Systems
Financial Services Applications
Document Management Platforms
Microsoft Office
Excel
Outlook
Word
PowerPoint
Account Transfers
Fund Distributions
Client Service
Confidentiality
Internal Controls
Spanish

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