Bilingual Client Onboarding & Servicing Associate, French/English
Vesta Wealth Partners Ltd.
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$60,000 - CA$80,000 per year
Job Level
JuniorMid-Level
About the role
- Act as a point of contact for French and English-speaking clients
- Collect and verify onboarding documentation
- Coordinate end-to-end onboarding workflows and provide timely updates
- Respond to client inquiries professionally and promptly
- Support bespoke requests and escalate when needed
- Maintain accurate client records across custodians
- Process account updates, EFTs, wires, cheques, and transfers
- Track transfer progress with custodians
- Upload quarterly/annual reports and tax slips
- Collaborate with APMs on client servicing tasks
Requirements
- Bilingual in French and English
- Bachelor’s degree or equivalent experience
- 2+ years in financial services, wealth management, or operations
- High attention to detail and strong organizational skills
- Clear, professional written and verbal communication
- Ability to work independently and collaboratively
- Strong problem-solving skills
- Comfort with large datasets and new systems
Benefits
- Health insurance
- Professional development opportunities
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
onboarding documentationaccount updatesEFTswireschequestransfersdata management
Soft skills
bilingual communicationattention to detailorganizational skillsprofessional communicationindependent workcollaborative workproblem-solving
Certifications
Bachelor’s degree