Dean Group - Toronto http://www.deangroup.ca http://www.deangroup.ca USD 75000 YEAR
Client Onboarding Consultant/ Financial Services
483 Bay Street Suite 300 â North Tower Toronto, ON M5G2N7
2019-04-01 2019-05-21 Type: OS - Admin & Corporate Services Job Number: 15380
Client Onboarding Consultant - Financial Services
In this exciting new role you will be part of the business integration team. You will have the critically important role of assisting new advisors to transfer their accounts and business to our client’ s platform. You will co-ordinate the efforts required for a bulk transfer and assist advisors/correspondent firms to reach maximum productivity quickly and with minimal disruption to clients.
This role will also be responsible for ensuring that clients are fully educated on our client’ s products, services and operational procedures and also undertake training efforts for their client base onsite and at the client site. The role will also facilitate onboarding of our client’ s PM clients.
This job requires flexible working conditions- travel is required, including some weekend travel.
Please forward resumes to: email@example.com
"In our dealings with Dean Group, we have always been provided with quality personnel in a timely manner. It has always been a pleasure dealing with Dean for their expertise, personal commitment, and energy to meet our goals."- Maple Leaf Sports & Entertainment