Client Onboarding Specialist

Only Canadian Citizen

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.

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 are received prior to proceeding with the transition.