Client Onboarding Fund Specialist

Full Time
  • Full Time
  • Toronto


Client Onboarding Fund Specialist – Permanent opportunity in Halifax OR Toronto OR Vancouver!

Your new company

Our client is one of the world’s leading financial groups and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. They are looking to hire a full-time Client Onboarding Fund Specialist to join their team on a permanent basis in either of their 3 locations: Halifax, Toronto or Vancouver.

Your new role

  • Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
  • Project manage the onboarding of new client/fund launches and conversions.
  • Coordinate hand off from Sales Team to Client Integration Team.
  • Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
  • Act as a subject matter expert on internal systems across traditional, hedge and private equity mandates.
  • Work as part of a team on large onboarding projects.
  • Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.
  • Provide expertise, direction and leadership to members of the operations team.
  • Perform and review internal accounting and shareholder service system set-ups.
  • Respond to clients ensuring superior customer service is provided.
  • Work well with internal stakeholders to ensure smooth on-boarding of new funds.
  • Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
  • Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
  • Ensure internal checklists are completed and signed off.
  • Ad hoc tasks, as required.

What you’ll need to succeed

  • A minimum of 5 years’ experience in the funds industry
  • Third Level qualification / College Under Graduate Degree desirable
  • Client focused with proven ability to manage client relationships
  • Project experience – Previous experience either leading or having a senior role in projects (client onboarding projects preferred)

What you’ll get in return

This role is offering competitive compensation package, excellent benefits and opportunity to grow and develop within the company! Flexible working environment.


To apply, please visit the following URL: