Senior Analyst Client Onboarding

Your Role

• Serve diverse clientele including institutional clients and portfolio managers across securities custody, institutional asset management, pension plans, and ETFs.
• Support clients through significant life events such as onboarding, portfolio manager transitions, and client departures.
• Participate in client integrations and change initiatives, collaborating closely with clients, portfolio managers, account managers, and operational teams.
• Work in partnership with operational teams to ensure flawless execution of activities and deliver a consistently top‑tier client experience.
• Assist team members with planning, coordination, and deadline management to ensure smooth and timely delivery.
• Contribute to continuous improvement, documentation, and standardisation of team processes.
• Support training initiatives and act as a subject‑matter resource, helping colleagues deepen their expertise and achieve professional objectives.
• Play an active role in problem‑solving, proposing pragmatic and effective solutions to meet business and client needs.

Join a large, high‑performing team of approximately 150 colleagues and report to the Director – Client and Portfolio Manager Integration. The team values agility, collaboration, and a personalised approach to client service.

Our training programs support hands‑on learning and personalised development opportunities, fostering continuous learning and professional growth in a dynamic and inclusive environment.

• Bachelor’s degree in a relevant field or equivalent combination of education and experience.
• 5 years of experience in the financial sector working with clients and back office support.
• Fundamental knowledge of the securities industry including operations and settlements.
• Ability to analyze complex situations and recommend tailored solutions.
• Strong professional judgment, autonomy, and problem‑solving skills.
• Ability to act as a subject‑matter expert and provide advisory support to internal partners.
• Strong working knowledge of Microsoft 365 tools; experience using Copilot is an asset.

• Competitive compensation.
• Health and wellness program with various options.
• Group insurance.
• Generous pension plan.
• Employee and Family Assistance Program.
• Preferential banking services.
• Opportunities to get involved in community initiatives.
• Telemedicine service.
• Virtual sleep clinic.