Job title: Client Onboarding Associate/Analyst
Company: Randstad
Job description: Are you looking for a challenging role where you will have the opportunity to have a huge
impact on an industry leader?Do you have outstanding relationships and a creative streak? Do you have strong attention to detail?If so, this role may be for you!The details of this role that will help you decide if it’s the right move for you…
Location: Toronto, ON (Hybrid)
Competitive Rate
Duration: 6 months (Possibility of Extension)
Global opportunities for professional growth and developmentAdvantages
Responsibilities
End-to-end client onboarding activities within the above specified space, which consists of client data and information collection through research and interaction with numerous stakeholders including, Front Office, Legal Documentation, Credit, Operations and clients. Accurate client data is captured, validated, stored and maintained throughout the client’s lifecycle with Capital Markets, together with supporting documentation, to meet various regulations and reporting needs.Reporting to the Director, the incumbent executes and/or facilitates the end-to-end client onboarding activities for direct clients, new and existing funds, shared clients and brokers as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment. The incumbent may be required to participate in and support Capital Markets strategic initiatives under the leadership of the Executive Director and/or Head of Client Service & Data ManagementClient Onboarding and Data Management
Relationship Management
Qualifications
Must Have Requirement:· Experience in Client Onboarding, Trade Control, Trade Desk Support, or Operations, preferably in Capital Markets.
· Experience working with Capital Markets clients and products across Sales/Trading, Lending, and Advisory services.
· Familiarity with institutional clients (e.g., Asset Managers, Insurance Companies, Pensions, Sovereign Wealth Funds).
· Knowledge of AML/KYC, taxation, and regulatory reporting (e.g., Dodd-Frank, EMIR, MiFID, IIROC).
· Proficient in intermediate Excel functions, including working with large data sets, using VLOOKUPs, creating pivot tables and charts, and organizing or grouping data for analysis; no coding required.Nice to Have:
· University degree, preferably in Finance or Accounting (asset).
· Similar experience or position within another financial institutionSoft Skills:
· Strong verbal and written communication; able to influence, negotiate, and resolve conflicts effectively.
· High sense of accountability and ownership of the client onboarding experience.
· Strong relationship management and customer service orientation.
· Excellent problem-solving, analytical thinking, and decision-making abilities.
· Effective time management and ability to prioritize in a fast-paced environment.
· Adaptable and flexible in dynamic, high-pressure settings.
· Continuous improvement mindset with a focus on operational efficiency.
· Innovative thinker with the ability to apply creative solutionSummary
If this role sounds like a good fit for you, please APPLY ONLINE at www.randstad.caRandstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada’s workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
Expected salary:
Location: Toronto, ON
Job date: Sat, 21 Jun 2025 06:06:00 GMT
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