Client Onboarding Specialist

Orillia, ON, Canada
Full Time
Onboarding
Entry Level
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About Us:
At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing Company list in 2023, recognized as a ‘Great Place to Work’ by the Secured Finance Network, and celebrated as a ‘Most Innovative Company’ by ABF Journal; all thanks to our dynamic team who are the cornerstone of our success.

To continue to innovate and find better solutions for our company and clients, we need bright minds, enthusiastic advocates, and savvy industry professionals. By joining our team, you will have the opportunity to unleash your potential, challenge yourself, and experience a rewarding culture with competitive salaries and unique employee benefits.

Are you ready to make an impact and help us shape the future of finance?

The Role:
We are looking for a Client Onboarding Specialist who is detailed orientated, organized, and excited to join the eCapital Team. This role will introduce and welcome new clients to eCapital as well as help clients navigate through the client portal, and process client funding.

Responsibilities:
  • Introducing and welcoming new clients to eCapital 
  • Approving and processing client funding
  • Training on client portal, submission of invoices, procedures 
  • Risk identification and mitigation 
  • Customer compliance 
  • General customer service/support 
  • Additional tasks as assigned by the Manager of Onboarding 
Qualifications:
  • Prioritize tasks and client inquiries 
  • Take ownership of problems 
  • Strong attention to detail 
  • Highly accurate 
  • Ability to problem solve and spot errors 
  • Strong math skills 
  • Customer service oriented 
  • This role requires full-time presence in-office 9am-5pm
We Bring:
  • Salary: $20.00/hour
  • Annual Bonus Incentives
  • Vacation & Sick Time
  • Health, Dental, and Life Benefits
  • RRSP Matching
  • Abundant professional development opportunities at a growing and thriving Fintech company!
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