Onboarding Specialist

Toronto, ON, Canada

Job Description


We have a new opportunity for an Onboarding Specialist to join our Premium Client Management team. This role will be based in our Toronto office! This is a permanent position. 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
CMC Markets is a global leader in CFD trading and share investing. Our vision is to provide the ultimate online trading experience so everyone can achieve their financial potential. Since our launch in London in 1989, we\xe2\x80\x99ve expanded globally with offices across Europe and Asia Pacific. Over 1.2 million clients make 67 million trades with us every year, and we\xe2\x80\x99re still growing. Role & Responsibilities As our Onboarding Specialist, 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.
  • 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 & 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 an team
  • Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)
Benefits
  • Competitive salary + Commission.
  • Flexible working: 3 days in the office, 2 days at home.
  • Charity give-back days.
  • 1 extra annual day of leave for your birthday.
  • CMC Benefits hub, Social Club, LinkedIn Learning, Novated Leasing + more.
  • Generous L&D program so you can continue to build new skills to grow your professional career.
  • Receive an extra day of annual leave after each year of service (max 25 days of annual leave after 5 years of service).
We value diversity, so we value unique experiences and backgrounds. Even if you only meet some of the requirements, we\xe2\x80\x99d still like to hear from you. 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. Job Type: Permanent Salary: $34,012.54-$55,000.00 per year Benefits:
  • Casual dress
  • Dental care
  • Extended health care
  • Life insurance
  • Paid time off
  • RRSP match
  • Vision care
Flexible Language Requirement:
  • French not required
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus pay
Ability to commute/relocate:
  • Toronto, ON M5H 1S3: reliably commute or plan to relocate before starting work (required)
Application question(s):
  • Will you now or in the future require sponsorship for employment visa status?
  • Are you comfortable working in a hybrid setting?
  • What are your salary expectations?
Work Location: Hybrid remote in Toronto, ON M5H 1S3

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Job Detail

  • Job Id
    JD2161810
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON, Canada
  • Education
    Not mentioned