Associate, Onboarding & Client Experience (DB Pension)

Job Description

Altis is proud to partner with one of our most prestigious financial services organizations, with expertise in pension derisking, to hire a Senior Associate, Onboarding & Client Experience.

Reporting directly to the Director, PRT Operations, Onboarding & Client Experience, you will play a pivotal role in the client activation process for recent acquisitions. Your expertise will be crucial in understanding the complexities of new business, safeguarding the interests of internal teams, intermediaries, clients, and annuitants alike.

This is a full time, peramanent role that will require a minimum of 3 days on site in downtown Toronto (Bay & Adelaide).

Candidates MUST have DEFINED BENEFIT PENSION experience to apply.Key Responsibilities:

Lead project coordination and delivery for multiple onboarding processes, ensuring seamless transitions.

Oversee data reconciliation and establish data requirements for...