Middle Office Onboarding Specialist
Manulife — 2 Locations
Posted 2026-09-02
We are hiring for Middle Office Onboarding Specialist responsible for end-to-end onboarding and implementation across fund and retirement products, including account setup, documentation, data validation, trade processing support, and stakeholder coordination. Key Responsibilities: Perform end-to-end onboarding and implementation activities. Coordinate with internal teams, clients, and external partners for account setup and documentation. Ensure compliance with KYC/AML and regulatory requirements. Manage documentation, onboarding workflows, and client communications. Execute system setup and validate data integrity across platforms. Analyze datasets, reconcile discrepancies, and support data conversions. Identify operational issues and implement process improvements. Handle escalations and manage complex, high-priority cases. Drive continuous improvement, new tools adoption, utilize AI and automation solutions to optimize workflows, reduce manual intervention, and support the development of scalable, efficient operating models. Qualifications Bachelor’s degree in Business, Finance, Accounting, Economics or related field. 3–5 years experience in Onboarding, Middle office, or Invest