Client Success & Onboarding Specialist

Client Success & Onboarding Specialist | Toronto

Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.

We specialise in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implement well-considered currency strategies, offering dedicated support to help clients manage their payment needs – whether for goods, services, or direct investments.

In 2023, Monex facilitated $309 billion in FX turnover, managed $10.7 billion in assets, and processed 8.5 million transactions. With offices across North America (Canada, the US, and Mexico), Asia (Singapore), and Europe (the UK, Spain, and the Netherlands), we serve over 66,000 clients worldwide.

By combining global reach with deep local market expertise, Monex enhances businesses with a suite of financial solutions and FX market analysis to help optimise efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.  Our corporate client experience is further enhanced by our dedicated sector expertise across a range of industries.

Department Overview

The Customer Success Department is responsible for ensuring a seamless and efficient client journey, from initial onboarding through to long-term relationship management. The function plays a crucial role in delivering a service that is both high-touch and scalable, embedding operational efficiencies through automation, scripted interactions, and CRM-driven workflows.

Job Overview

The Customer Success Specialist plays a critical role in the onboarding and engagement of new clients, ensuring that they experience a smooth transition from Sales to Success. This role is highly relationship-driven, requiring frequent phone-based interactions to provide guidance, reassurance, and proactive support.

In addition to onboarding responsibilities, the Customer Success Specialist is responsible for ensuring that clients remain engaged, informed, and supported throughout their journey. The role requires a deep understanding of internal processes and regulatory requirements, ensuring that all clients receive a consistent experience while adhering to compliance standards.

Business Knowledge / Technical Skills:

• Experience in client onboarding, customer engagement, or a similar role within a regulated industry.
• Understanding of compliance and regulatory considerations related to customer success, including KYC and due diligence processes.
• Strong familiarity with CRM systems, ticket management tools, and automated client engagement workflows.
• Ability to manage customer interactions across multiple jurisdictions and regulatory environments.
• Experience in liaising with Compliance and Sales teams to streamline client onboarding and engagement processes.
• Proven track record of delivering high-touch customer service while implementing operational efficiencies.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!