6 Client Onboarding jobs in Canada

Job Description

Company Description

Experience something Brilliantly Different  with a career with MUFG Investor Services.   

Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking, and fund financing. 

We’re in 17 global locations and provide an exceptional hub of Brilliantly Different  talent to thrive.  

Still interested? 

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• Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
• Project manage the onboarding of new client/fund launches and conversions.
• Coordinate hand off from Sales Team to Client Integration Team.
• Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
• Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
• Work as part of a team on large onboarding projects.
• Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.
• Provide expertise, direction and leadership to members of the operations team.
• Perform and review internal accounting and shareholder service system set-ups.
• Respond to clients ensuring superior customer service is provided.
• Work well with internal stakeholders to ensure smooth on-boarding of new funds.
• Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
• Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
• Ensure internal checklists are completed and signed off.
• Ad hoc tasks, as required.

• A minimum of 5 years’ experience in the funds industry
• Third Level qualification / College Under Graduate Degree desirable
• Client focused with proven ability to manage client relationships
• Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.    

So, why settle for the ordinary? Apply now for a Brilliantly Different career. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. 

Job Description

Salary: 55,000

The Opportunity:

Were building something that matters to the future of financial services marketingand were looking for others who are just as motivated.

If you have agency experience we want to hear from you.

The Why:

• A competitive base salary
• A rapidly growing organization with genuine opportunities for career advancement and ongoing skill development
• Comprehensive health and wellness benefits
• 5 Paid personal days
• Paid volunteer time
• A balanced hybrid schedule focused on in-office collaboration while benefiting from one remote workday per week
• Frequent team events & activities
• Summer Fridays

The Who:

Fintel Connect is focused on making a meaningful impact. As a leading full-service affiliate marketing solution for financial institutions across North America, were building a team of driven, thoughtful people who want to help shape the future of performance marketingand see the results of their work in real time.

Is it you we are looking for?

As part of our team, you will manage and optimize a portfolio of affiliate partners while recruiting new ones to drive growth and expand market presence. As an Account Coordinator, you will assist with all matters relating to client management including but not limited to: managing regular client meetings, hitting KPIs within budget, delivering reporting deadlines, recruiting new publisher partners and contributing to affiliate strategies.

You're an ideal candidate if you are detail-oriented, well-spoken, resourceful and have strong interpersonal skills that will foster genuine relationships with Fintel Connect partners, affiliates and clients alike.

The Responsibilities:

• Contribute to program strategies
• Demonstrate client relationship management and leadership skills internally and externally; creating an environment of trust and consultation
• Recruit and activate affiliates for your programs with a focus on new and exciting opportunities
• Meet program targets: increase affiliate traffic, conversions and approvals for your client roster
• Monitor industry news, competitors, and affiliate websites daily to help stay on top of trends and changes
• Increase affiliate traffic and conversions for assigned affiliate programs
• Perform Monthly ROI analysis on affiliate programs and commission deals
• Share knowledge with teammates through support, training and sharing of experiences
• Demonstrate a clear understanding of individual clients needs, their businesses and objectives
• Offer insight and guidance to troubleshoot and respond to client queries
• Create and manage campaign assets as required
• Gain expert system knowledge and in-depth comprehension of Fintel's proprietary tracking software to troubleshoot and lead when necessary
• Monitor affiliate content and coverage as needed to ensure compliance with program terms

The Qualifications:

• Bachelor's degree in Marketing, Business, Commerce, Public relations or related fields

• 1+ years of related work experience

• Self-motivated and demonstrates initiative

• Excellent customer relationship management skills and ability to develop strategic partnerships

• Ability to work under pressure and deliver in results and goal-oriented organization

• Adaptable team player that is career-oriented

• Effective written and spoken communication in English Strong negotiation, analytical and implementation skills

• High attention to detail and strong writing and data analysis skills

• Proficient in MS Word, Excel, Outlook, PowerPoint, WordPress

• Knowledge of SEO, PPC, and email marketing an asset

• Legally entitled to work in Canada

At Fintel Connect, we are committed to fostering a diverse and inclusive workplace as an equal opportunity employer. We embrace individuals of all backgrounds, ensuring that everyone has the opportunity to thrive and succeed. Join us and be part of a team shaping the future of growth in the financial sector. For more about us, visit our website:Fintel Connect

Job Description

Job Title: Onboading Specialist
Department: Customer Success
Reports To: Manager of Onboarding and Implementation
Job Status: Full-Time (Salaried)
Work Location: Remote (Canada or USA) 

About Kindsight: 

Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors - at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising.

Position Summary:

The Onboarding Specialist is responsible for guiding new customers through the initial stages of their journey with our iwave and engage platforms. This role ensures a smooth and seamless transition for customers by delivering tailored, effective onboarding experiences that maximize user engagement and product adoption to achieve their goals. The Onboarding Specialist works closely with cross-functional teams, including Customer Success, Support, Sales, Finance and Product, to ensure customers understand how to fully utilize the platform’s features and capabilities. The ideal candidate will have a customer-centric mindset, excellent communication skills, attention to detail, and a strong understanding of SaaS products and workflows. This role is key in helping customers realize value from the platform quickly, contributing to long-term satisfaction and retention.
 

What You’ll Do:

• Customer Onboarding: Plan and facilitate the onboarding process for new customers, including scheduling, preparing material, and providing clear guidance on product adoption, setup, configuration, and integrations. Ensure customers can successfully adopt and utilize the iwave and engage products, and any new product offerings.
• Onboarding Support: Work directly with customers to answer questions, troubleshoot basic technical issues, and provide step-by-step support during their onboarding journey.
• Training and Documentation: Deliver tailored training sessions, webinars, and create customer-facing documentation to help customers quickly gain proficiency with the platforms. 
• Collaboration: Collaborate with the Onboarding Team Lead and other cross-functional teams (Sales, Product, Customer Success) to ensure the onboarding experience is seamless and aligned with the customer’s needs and organizational goals.
• Customer Health Monitoring: Proactively monitor user adoption during the onboarding phase, while identifying any potential churn risks or upsell opportunities. 
• Continuous Improvement: Provide feedback on onboarding processes and tools to help refine and improve the customer experience. Contribute to the development of onboarding materials and standard operating procedures based on customer needs and challenges.
• Metrics Tracking: Support tracking key metrics such as time-to-value, customer adoption, and engagement to inform process improvements and enhance the onboarding journey.
   

What We’re Looking For:

• Experience: 2+ years of experience in customer onboarding, implementation, or customer support in a SaaS environment, with a focus on guiding customers through the initial adoption phase.
• Communication Skills: Strong verbal and written communication skills, with the ability to follow customer narratives to understand their point of view to find workable solutions and explain complex concepts clearly.
• Technical Aptitude: Comfort with technical products and the ability to guide customers through product setup and configurations. Familiarity with Salesforce is an asset. 
• Customer-Centric Mindset: A passion for customer success and a proactive, problem-solving approach to addressing customer needs and helping them achieve their goals with our products.
• Collaboration: Ability to work closely with internal teams (Sales, Product, Customer Success) to align on customer goals and needs.
• Organizational Skills: Ability to manage multiple customer accounts simultaneously while ensuring high standards of service and attention to detail.
• Adaptability: A willingness to learn new technologies, tools, and processes to improve the onboarding experience.
• Education: Bachelor’s degree in Business, Communications, or a related field preferred, or equivalent experience in a customer-facing role.

Compensation Range: $38,000-$45,000 CAD Base Salery Annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market.

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Job Description

Salary:

Are you passionate about technology and love helping people succeed?

Were looking for a Customer Onboarding Technical Specialist to be the friendly expert who guides our customers from purchase to full setup.

In this role, youll put your IT know-how to work by making the onboarding process smooth, simple, and stress-free. Youll be the first point of contact after the sale, setting the tone for our customers journey and showing them what the YOVU Office experience is all aboutgreat service, clear communication, and lasting support.

If youre someone who enjoys solving problems, building relationships, and seeing customers thrive, wed love to have you on our team!

Responsibilities:

• Oversee end-to-end execution of various customer onboarding projects, ensuring successful implementation and positive technical engagement.

• Coordinate and communicate with different departments to execute projects effectively.

• Develop and manage timelines for multiple projects concurrently, navigating conflicting priorities adeptly.

• Identify customer needs by understanding their business processes and requirements and helping build a custom solution that matches those needs.

• Collect and manage customer-related documentation necessary for efficient deployment.

• Leverage a range of tools to streamline different project aspects.

• Conduct on-site installations at customer locations as required.

• Adapt to changing responsibilities and priorities. Learning new tools and platforms.

• Apply analytical thinking to define project tasks and design effective project frameworks.

• Maintain open lines of communication with stakeholders involved in each project.

• Provide comprehensive virtual or in-person training to customers on technical aspects.

• Perform other duties as assigned.

Qualifications:

• Minimum of 3 years of hands-on experience in IT, technical project coordination, or a related field.

• Preferred experience in telecommunications or comparable technical domains.

• An understanding of networking basics is preferred.

• Familiarity with Salesforce is advantageous.

• Proficiency in using Google Workspace or Microsoft Office tools.

• Solid general technical background or a keen interest in mastering new technologies.
• Clear and professional English communication is a key part of this position.

• A valid G-level driver's license.

Perks of Joining YOVU:

• Join the team at a time when you can help shape the future of the company

• RRSP Matching

• Benefits after three months of employment