Client Onboarding specialist

ONLY Canadian Citizen

Job Description

As an Analyst in the Client Onboarding & Service team, your primary focus will involve supporting clients within your portfolio on all day-to-day service and support requests. You will be accountable to successfully onboard new Large Corporate clients and perform after-sales service support to Large Corporate customers, both internal and external, understanding the client needs and taking responsibility for the coordination and execution of account maintenance and cash management solution requests, providing relevant recommendations when appropriate while acting as a key interface to internal partners in order to facilitate solutions that proactively meets clients’ needs. You will actively be engaged in maintaining relationships with various internal and external stakeholders with a key focus on streamlining and simplifying the client experience.

As a key extended member of the relationship team, you will help strengthen new and existing client relationships and will help drive the client’s value proposition. You will ensure all interactions with clients and internal stakeholders contain information that is accurate and complete. You will also ensure dealings with assigned clients involve prompt responses to questions, enquiries or issues in order to provide best in class service.

The client enables the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 2 days per week on-site, while other days will be remote.

How You’ll Succeed

Client Service – As an integral member of the client deal team, act as the main point of contact for an assigned base of Large Corporate clients on general support inquiries and requests. Work closely with Relationship Managers, Cash Managers and other internal stakeholders to support client requests. Work with clients directly to help answer commonly asked questions and inquiries on items such as account inquiries, account entitlements, capabilities of products, services and more.

Account Support – Coordinate changes to account information and signing authorities as well as changes to existing Cash Management products. Identify opportunities for cross-selling and further client penetration/increase in share of wallet. Maintain an organized record of requests to measure the progress of outstanding/overdue items and provide clients/internal stakeholders, with updates on the status of requests. Follow up with internal groups on outstanding requests to ensure timely completion of overdue items.

Onboarding – Coordinate and lead requests that involve onboarding a new legal entity for new and existing client clients as well as new cash management product implementations. Provide clients with the required documentation to be executed in order to implement the requested account & cash management solution(s). Follow up and maintain communication throughout the transition with all partners to ensure that clients’ solutions are delivered in a timely and seamless manner. Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition.