Bilingual Client Onboarding & Servicing Associate, French/English
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Bilingual Client Onboarding Associate at Vesta Wealth Partners. Manage structured onboarding workflows and service high-net-worth clients with professionalism and accuracy.
Responsibilities:
- Act as a point of contact for French and English-speaking clients
- Collect and verify onboarding documentation
- Coordinate end-to-end onboarding workflows and provide timely updates
- Respond to client inquiries professionally and promptly
- Support bespoke requests and escalate when needed
- Maintain accurate client records across custodians
- Process account updates, EFTs, wires, cheques, and transfers
- Track transfer progress with custodians
- Upload quarterly/annual reports and tax slips
- Collaborate with APMs on client servicing tasks
Requirements:
- Bilingual in French and English
- Bachelor’s degree or equivalent experience
- 2+ years in financial services, wealth management, or operations
- High attention to detail and strong organizational skills
- Clear, professional written and verbal communication
- Ability to work independently and collaboratively
- Strong problem-solving skills
- Comfort with large datasets and new systems
Benefits:
- Health insurance
- Professional development opportunities
- Flexible work arrangements
Similar Jobs
Onboarding Specialist
Onboarding Specialist guiding new customers through the enrollment and launch processes for CallRevu. Collaborating with sales and success teams to ensure a smooth onboarding experience.
Client Onboarding Leader
Onboarding Leader guiding clients through the implementation of Humand's platform. Ensuring successful usage and optimizing the client experience from the start.
Merchant & Payments Onboarding Manager
Merchant & Payments Onboarding Manager at Qu managing end-to-end onboarding for mid-market and enterprise restaurant brands. Collaborating with internal teams to streamline onboarding processes and improve customer success.
Client Onboarding Manager
Client Onboarding Manager at maxRTE facilitating onboarding processes for healthcare organizations. Managing implementations to ensure access to necessary care for patients and revenue recovery for providers.
Implementation Analyst – Client Onboarding
Onboarding Analyst responsible for onboarding clients at VExpenses, providing training and managing implementations. Focusing on enhancing client experiences and ensuring successful platform adoption.
Onboarding Specialist
Onboarding Specialist leading training for new clients on a B2B SaaS platform. Designing programs and ensuring client engagement through effective training sessions.
Onboarding Specialist
Onboarding Specialist responsible for creating corporate accounts and conducting onboarding sessions. Ensuring smooth adaptation of new hires into the company culture and workflows.
Global Sales Onboarding Specialist
Global Sales Onboarding Specialist designing and delivering onboarding programs for sales teams. Focused on creating a productive learner experience for new hires in the organization.
HR Onboarding Specialist
HR Onboarding Specialist managing onboarding for new hires at Doneverse. Focused on creating a smooth transition from candidate to team member.
Onboarding Specialist
Onboarding Specialist guiding new clients through a smooth onboarding process for a tech company. Leading virtual sessions and assisting with new software implementation.
Data Onboarding Specialist – Entry Level
Data Onboarding Specialist at SIL International executing data onboarding and communication tasks. Collaborating with stakeholders and managing data architecture, engineering, and analysis roles.
Customer Onboarding Manager
Customer Onboarding Manager at Practice Better focused on 1:1 onboarding for new customers. Guiding through setup, workflows, and best practices while ensuring success from day one.
Provider Onboarding Specialist
Provider Onboarding Specialist at BetterHelp supporting therapist onboarding and ensuring efficient processes. Collaborating across teams to enhance provider activation and growth while maintaining quality standards.
Seller Onboarding Specialist
Seller Onboarding Specialist managing seller onboarding processes for global enterprise marketplace customers. Guiding sellers through setup and configuration to ensure marketplace compliance and accuracy.
Customer Onboarding Manager
Customer Onboarding Manager at Deel providing onboarding support for global clients. Leading onboarding processes and collaborating with internal teams to enhance customer experience.
Customer Onboarding Specialist
Independent contractor providing customer onboarding and implementation services for Brightwheel’s childcare platform. Engaging with customers and managing a portfolio of accounts remotely from Honduras.
Senior Customer Onboarding Manager
Customer Onboarding Manager facilitating onboarding processes for Deel's SaaS platform. Collaborating with global teams to enhance customer success strategies across diverse markets.
Manager, Customer Onboarding
Manager, Customer Onboarding at Deel overseeing teams and initiatives to streamline customer onboarding experience.
Customer Onboarding Manager
Customer Onboarding Manager ensuring seamless onboarding and configuration for clients of AxisCare's platform. Collaborating with new clients to meet their specific onboarding needs and industry requirements.
Customer Onboarding, Account Management
Customer Success Specialist supporting onboarding and account management for event venues remotely. Ensuring exceptional customer experience and maximizing platform value.