Job Description

We have a new opportunity for an Client Onboarding & Maintenance Lead to join our team. This role will be based in our Toronto office.

This is a permanent full time in office position.

As our Client Onboarding & Maintenance Lead, you will work collaboratively with the entire Canadian team including Sales, Client Services and Sales Traders. The Onboarding Specialist will play a major role in maintaining the smooth operation of the Canadian office.

Are you an engaged and enthusiastic individual looking for:

Your next challenge? to work for a Global firm with an award-winning trading platform? A company which focuses on growth and development Company perks such as LinkedIn Learning, referral bonuses 15 days vacation + birthday leave, RRSP contributions plus Health and Dental etc. Convenient location, office in Downtown Toronto

ROLE AND RESPONSIBILITIES

Provides on-going administrative support to the premium client management team to ensure a consistently high-quality client experience Takes ownership of the account opening process, including reviewing all applications to ensure all aspects are complete and accurate Ensure all account documentation is ready for processing. This includes KYC, AML, financial appropriateness, and sanctions checks Take ownership for ensuring accurate client information is recorded in relevant internal systems in a timely manner if required Owns the onboarding process for duplicate accounts from existing clients Effectively deals with internal queries relating to account opening process with a focus on getting it right the first time Provides on-going office administrative support to ensure a smooth business operations including: Regulatory and compliance administrative support Client service and sales trading administrative support Finance and payments administrative support Proactively identify opportunities to improve the internal processes and client experience Maintain KPI and SLA targets, both individually and as a team Escalate all issues in a timely manner to appropriate levels to ensure a consistently high level of support

KEY SKILLS AND EXPERIENCE

Operates with integrity and a highly client centric mindset Demonstrates passion and enthusiasm for the financial services industry Excellent verbal and written communication skills Ability to work effectively as part of a team Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)
CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.

About CMC Markets

Since launching in 1989, CMC Markets (CMC) has become one of the world's leading online financial trading businesses. CMC is listed on the London Stock Exchanges and serves retail and institutional clients internationally.

CMC offers an award winning online and mobile trading platform, enabling clients to trade over 10,000 financial instruments across shares, indices, foreign currencies, commodities, and treasuries through contracts for difference.

More detail on the Group can be found on https://www.cmcmarkets.com/group/

Benefits:

Dental care Extended health care Life insurance Paid time off RRSP matching Vision care

Supplemental pay types:

Annual bonuses Shares program
Job Type: Permanent

Pay: From $50,000.00 per year

Benefits:

Casual dress Dental care Extended health care Life insurance Paid time off RRSP match Vision care
Ability to commute/relocate:

Toronto, ON M5H0E7: reliably commute or plan to relocate before starting work (required)
Application question(s):

What are your salary expectations? Are you comfortable working in a full time in office setting?
Work Location: In person

Expected start date: 2025-12-15