Client Operations & Onboarding Specialist

Position: Client Operations & Onboarding Specialist
Location: Toronto
Pay Rate: $26 per hour
Contract: 6-month contract with potential for extension
Schedule: Fully remote
Posting Type: Open vacancy

Our client is a well-established financial services organization seeking a Client Operations & Onboarding Specialist to join their Business Operations team.

This is an exciting opportunity for a detail-oriented operations professional who enjoys coordinating client onboarding, managing operational processes, maintaining CRM data, and collaborating across multiple teams to deliver an exceptional client experience.

• Coordinate and manage the end-to-end onboarding process for new and existing clients
• Review documentation for accuracy, completeness, and compliance with internal requirements
• Track onboarding progress and maintain accurate records within CRM and internal systems
• Serve as the primary point of contact for onboarding inquiries, ensuring timely communication and follow-up
• Partner with Relationship Managers, Technical Support, and other internal stakeholders to deliver a seamless onboarding experience
• Create reports and maintain CRM data to support business operations and project initiatives
• Support CRM administration, including user access, data integrity, reporting, and ongoing system enhancements
• Identify opportunities to improve operational processes and support cross-functional initiatives
• Ensure onboarding activities are completed accurately and in accordance with internal policies and regulatory requirements

• Client onboarding or implementation
• Operations or contract administration
• Financial services, banking, lending, insurance, or another regulated industry
• CRM platforms such as Salesforce or similar systems
• Documentation review, compliance, quality assurance, or operational controls
• Reporting, data management, and process improvement

• Exceptional attention to detail and organizational skills
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• The ability to manage multiple priorities while maintaining accuracy
• A collaborative, customer-focused approach

• Join a well-established financial services organization with a collaborative and supportive team culture
• Gain exposure to client operations, onboarding, CRM administration, and business process improvement
• Work cross-functionally with internal teams on impactful initiatives
• Fully remote work environment
• Six-month contract with strong potential for extension

If you thrive in a fast-paced, process-driven environment and enjoy improving operational workflows while delivering an outstanding client experience, we'd love to hear from you!