Onboarding Specialist

• Serve as the primary point of contact for new customers throughout the entire onboarding lifecycle, from initial welcome to go live.
• Proactively guide customers through the collection and verification of required Know Your Customer (KYC), Anti-Money Laundering (AML), and business verification documents, ensuring compliance with Canadian financial regulations.
• Assist customers with their technical integration, providing them with the necessary technical support, resources, and best practices.
• Work closely with internal stakeholders including Sales, Product, Compliance, and Support teams to ensure a seamless and transparent onboarding experience for every customer.
• Educate customers on platform features and the payment processing ecosystem to ensure they can fully leverage services.
• Identify, troubleshoot, and resolve any potential roadblocks during the onboarding process, managing customer expectations with clear communication.
• Actively contribute to the continuous improvement of onboarding processes, documentation, and internal workflows.

Senior Customer Onboarding Specialist

Regulatory Onboarding Specialist

Analyst, Client Onboarding & Sales Support