International Onboarding Coordinator Canadian Clients

Experteer Overview In this role you will coordinate the setup and funding of international client accounts, acting as the global liaison among custodians, clients, and internal teams. You will help optimize onboarding processes and support international expansion within the Private Client Group. The position offers exposure to diverse cultures and a collaborative, growth-oriented environment. You will contribute to a high-standard client experience while learning and developing in a dynamic, cross-border setting.

Compensation / Benefits

• Oversee setup and funding tasks for new accounts
• Identify, create and maintain group documentation
• Support business growth through various projects
• Ensure compliance with group and firm policies and perform due diligence on account data and funding
• Identify process improvement opportunities and propose solutions
• Escalate and route issues appropriately
• Handle sensitive and confidential documents correctly
• Operate in a team-based, on-site office environment under supervision Tasks
• Detail-oriented with a sense of urgency
• Strong time management and proactive organization
• Ability to navigate ambiguity
• Flexibility to adapt to constant change
• Ability to prioritize and meet deadlines
• Effective written and verbal communication
• Client-focused and solution-oriented
• Willingness to immerse in a new culture and regulatory environment during global expansion Key requirements
• 100% paid medical, dental and vision premiums for dependents
• 50% 401(k) match, up to IRS limit
• 20 days of PTO plus 10 paid holidays
• Family support programs including Paid Primary Caregiver Leave and fertility assistance
• hybrid work from home program (subject to change)
• equal opportunity employer