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Added 20 mins ago
OG
Commission Sales Associate
opulence global independent partner
London, ON
- Part-time
…entrepreneurial drive. Team members are encouraged to develop strong client relationships and contribute to sustainable business…
Added 1 hour ago
FT
Junior family law associate lawyer
Frenkel Tobin LLP
Toronto, ON
- Full-time
The associate will be responsible for client communication, file organization and preparing for and attending negotiations, mediations, arbitrations and court.
Added 2 hours ago
LH
Senior Information Security Analyst
Lifemark Health Group
Brampton, ON · Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
Participate in client security audits, evidence collection, and tracking of remediation items
Added 2 hours ago
S
Seasonal Associate
Sephora
Sudbury, ON
- $19.2 to $22.6 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 2 hours ago
HB
Part Time Sales Associate - BOSS Store, Guildford
HUGO BOSS Canada, Inc.
Surrey, BC
- Part-time
- Other
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 2 hours ago
HB
Part Time Sales Associate - BOSS Outler, Edmonton
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Edmonton, AB
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- Other
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 2 hours ago
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Ensure that each Store associate is trained and compliant with all basic inventory management/ movement/ receiving processes.
Added 2 hours ago
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Vancouver, BC
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Seasonal Sales Associate - BOSS Store, St. Foy
HUGO BOSS Canada, Inc.
Ste.-Foy, QC
- Other
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.
Added 3 hours ago
T
Associate Investment Advisor
TD
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- Full-time
…Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor might be the right fit for…
Added 4 hours ago
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Added 4 hours ago
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Caissier(ère), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 5 hours ago
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Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
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Mont-Royal, QC
- Full-time
Rédiger des rapports d’incident lorsqu’un incident impliquant des médicaments d’un client ou d’un membre du personnel ou des incidents liés à la confidentialité se produisent.
Added 5 hours ago
EC
Event Audio Visual Technician- Regina
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Understands and fosters the hotel or client relationship.
Added 7 hours ago
LC
Associate Faculty - Clinical Nursing
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…for our local and global community and elevate student and client impacts at local, national, and international…
Added 8 hours ago
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Added 8 hours ago
GR
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
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- Part-time
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As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 8 hours ago
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Sales Supervisor - Karl Lagerfeld Paris (Part-Time)
GIII Retail Group
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Experience in client outreach, appointment setting, and maintenance of a relevant client book/network
Added 8 hours ago
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Assistant Store Manager - Karl Lagerfeld Paris
GIII Retail Group
Calgary, AB
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Added 8 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 8 hours ago
NB
Wealth Associate
National Bank of Canada
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- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 8 hours ago
GR
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
GIII Retail Group
Toronto, ON
- Part-time
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As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 8 hours ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 8 hours ago
GR
Sales Associate - Karl Lagerfeld Paris (Seasonal Part-Time)
GIII Retail Group
Richmond, BC
- Part-time
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As a Sales Associate, you will help create an elevated and welcoming shopping experience by understanding each customer’s needs, offering thoughtful product and styling recommendations, and…
Added 8 hours ago
HB
Part Time Sales Associate - BOSS Store, Sherway Gardens
HUGO BOSS Canada, Inc.
Toronto, ON · Etobicoke, CA-ON
- Part-time
- Other
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service.

Closed listing

Ventum Financial

Senior Client Onboarding & Account Service Specialist

Vancouver, BC, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Mar 24, 2027
Posting language: English
Posted: Sep 25, 2026

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Original job description

Archived listing. The details below describe a past opening.

COMPANY OVERVIEW

Ventum Financial is one of Canada’s largest independent investment dealers with approximately 400 employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across multiple sectors. For institutional clients Ventum provides expertise across a variety of sectors delivering a range of research, investment banking, advisory, and sales & trading services. For private clients, Ventum offers a comprehensive advisory and wealth management platform for its Investment Advisors and Portfolio Managers who provide customized advice to their clientsand access to the full spectrum of securities products and services.

PURPOSE STATEMENT

The Senior Client Onboarding & Account Services Associate is a senior operational resource responsible for complex client onboarding and account servicing, Mako testing and support, Advisor transition support, operational quality, performance reporting and operational escalation management.
The Senior Associate serves as a subject matter expert and primary escalation resource for the function, providing guidance on complex or non-standard operational matters and coordinating resolution across Operations, Compliance, Technology and other internal stakeholders.
The Senior Associate also represents Client Onboarding & Account Services as an operational subject matter expert on transformation initiatives, including MAKO. The role participates in business requirements and workflow-design discussions with internal stakeholders and external implementation partners, including KPMG, helping translate operational requirements into practical future-state workflows.
The role supports the transformation lifecycle from requirements gathering and validation through User Acceptance Testing, documentation, training, implementation and post-launch stabilization.

SPECIFIC ACCOUNTABILITIES

Client Onboarding , Complex Account Services & Reporting

Manage client onboarding, account maintenance and servicing activities, including complex and non-standard requests.
Provide operational expertise relating to client account setup, maintenance and servicing requirements.
Support account servicing activities including EFT setup , KYC update and maintenance, account restrictions, client documentation, estates and other account changes.
Review account information and requests for operational completeness, accuracy and consistency.
Build effective working relationships with new Advisors and their teams throughout onboarding and transition.
Investigate and coordinate resolution of complex transition-related issues and operational bottlenecks.
Serve as a senior operational resource for Advisors and Associates regarding client onboarding and account servicing.
Own the ongoing tracking, maintenance and reporting of key performance indicators for Client Onboarding & Account Services.
Identify recurring trends and recommend corrective actions or process improvements.

Operational Escalation & Issue Management

Serve as a primary operational escalation resource within Client Onboarding & Account Services for complex, urgent or unresolved servicing matters.
Assist in assess escalated issues to determine business impact, urgency, ownership and appropriate next steps.
Provide guidance to team members on issue resolution and appropriate escalation pathways.
Support measurement of MAKO implementation and post-launch performance.

Operational Quality & Data Integrity in Mako

Support first-line operational quality across client onboarding and account servicing.
Identify processing errors, recurring issues, data-quality concerns and potential control gaps.

MAKO Business Requirements, User Acceptance Testing & Future-State Design

Act as an operational subject matter expert for Client Onboarding & Account Services throughout MAKO implementation.
Participate in business requirements and requirements-validation meetings with KPMG, internal project stakeholders and business partners.
Represent current-state client onboarding, account servicing and Advisor support requirements during requirements discussions.
Support documentation and validation of current-state workflows, business rules, operational dependencies and exception scenarios.
Identify gaps between business requirements, current-state processes and proposed future-state functionality.
Identify operational exceptions, dependencies and scenarios that should be considered during solution design.
Collaborate with Operations, Compliance, Technology, project resources and KPMG to clarify requirements and resolve workflow questions.
Identify and escalate operational risks associated with proposed system or process changes.
Help ensure agreed operational requirements are reflected in future-state workflows and subsequent testing scenarios.
Execute User Acceptance Testing across applicable client onboarding and account-servicing workflows.
Validate that MAKO functionality meets documented operational requirements and intended business outcomes.
Test standard workflows as well as complex scenarios, exceptions and operational dependencies.
Identify, document and communicate defects, workflow gaps and unintended operational impacts.
Participate in defect review and retesting.
Validate corrected functionality following remediation.
Support end-to-end workflow testing across impacted functions.
Provide operational input into implementation readiness.
Support go-live activities and post-launch stabilization.
Identify post-implementation issues and contribute to ongoing process and system improvements.

Documentation, Training & Knowledge Transfer

Develop and maintain Standard Operating Procedures, process documentation, user guides and job aids.
Translate future-state workflows into practical procedures for operational users.
Support development of training materials for new processes, systems and workflow changes.
Participate in training and knowledge-transfer activities.
Support team readiness for MAKO and other operational changes.
Support onboarding and cross-training of Client Onboarding & Account Services employees.

Education & Experience

Post-secondary education in business, finance or a related discipline preferred, or an equivalent combination of education and relevant experience.
Experience within wealth management, brokerage operations or financial services preferred.
Knowledge of client account opening, maintenance and servicing processes.
Experience supporting Advisors, Associates or internal business partners in an operational environment.
Experience with Dataphile or comparable wealth-management platforms considered an asset.
Experience with workflow, document-management or digital onboarding platforms considered an asset.
Experience with system testing, process documentation or training considered an asset.
Experience participating in business requirements, process-design, system implementation or transformation initiatives considered an asset.
Experience with User Acceptance Testing, workflow validation, process documentation or training considered an asset.
Experience with operational reporting, KPIs or service-level measurement considered an asset.

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

About employer

More about this job

Responsibilities

Manage complex client onboarding, account servicing, Advisor transitions, operational quality, KPI reporting, and escalated issues. Represent operations in the MAKO transformation by validating requirements and workflows, conducting user acceptance testing, and supporting documentation, training, implementation, and post-launch stabilization.

Requirements

Post-secondary education in business, finance, or a related discipline is preferred, or equivalent education and relevant experience. Relevant experience in wealth management, brokerage operations, or financial services is preferred, with knowledge of account opening and servicing; experience with platforms, testing, documentation, reporting, or transformation initiatives is an asset.

Skills

Client Onboarding
Account Servicing
Wealth Management Operations
Advisor Transition Support
KYC Maintenance
EFT Setup
Operational Quality Assurance
Data Integrity
KPI Reporting
Business Requirements Analysis
Workflow Design
User Acceptance Testing
Process Documentation
Training and Knowledge Transfer
Stakeholder Coordination

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Brokerage Operations
Client Account Opening
Account Maintenance
Account Servicing
Advisor Transitions
KYC
EFT
MAKO
Dataphile
User Acceptance Testing
Business Requirements
Workflow Design
Current-State Workflows
Future-State Workflows
Operational Reporting
Key Performance Indicators
Service-Level Measurement
Data Quality
Operational Controls
Defect Management
Standard Operating Procedures
Process Documentation
Training Materials
Digital Onboarding
Document Management
Financial Services
KPMG

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