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!
Top Skills
What We Do
Monex Europe is a specialist in commercial foreign exchange. We offer a range of FX services aimed at corporate and institutional clients to manage foreign exchange exposure and international payments.
We work with our clients to execute considered FX strategies. Combining a personal and proactive service, our currency specialists will help you choose the right option for your specific business needs.
Monex Europe Limited is part of the wider financial services group, Monex S.A.P.I. de C.V. (“Monex”), a global investment-grade financial services institution. The group services more than 66,000 clients worldwide. Monex’s team of experienced and professional FX specialists provide local support to corporate and institutional clients in each region of the world.
Headquartered in London (UK) Monex Europe Limited is an independent subsidiary of Monex Europe Holdings Limited. Monex Europe Holdings Limited operates various subsidiaries in the FX industry, comprising of Monex Europe Limited, Monex Europe Markets Limited, Monex Europe S.A., Monex Canada Inc., MonFX Pte Ltd.; with offices in the UK, Spain, the Netherlands, Luxembourg, Toronto and Singapore.
Our focus is on helping our clients make better informed trading decisions and stay on top of fast moving, volatile markets. Our FX analysts provide clients with daily FX updates, regular macroeconomic reports and in-depth actionable insights for G10 and Emerging Markets.
