Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Managing queues, sending out documents and checking documents to meet banking compliance standards.

What you will achieve in this role:

• Opens new commercial deposit accounts

• Processes account change requests for existing commercial deposit accounts (i.e. change in signing authority)

• Opens additional accounts for existing customers via Letter of Direction

• Obtain/compile required supporting documentation

• Follows AML, regulatory & legal compliance requirements

What you will bring to this role:

• 2+ years admin / Ops officer experience

• Banking Experience/ Previous financial institution

• Computer Skills – MS Suites Excel: basic understanding

• Typing speed min 60-65 wpm

• Strong oral and written communication skills are essential

• Ability to multi-task and work in a fast paced, high volume environment

• Ensure Service Level Agreements are adhered to at all times

• Ability to work efficiently to meet individual and team driven benchmarks

• Be conscientious and detail oriented in order to mitigate any risk to the bank

• Ability to review and understand complex legal documents

• Demonstrate a sense of urgency and commitment to provide quality customer service

• Must demonstrate the ability to be resourceful and proactive in their approach to Partner and Customer Problem Resolution

• Strong oral and written communication skills are essential

• Ability to work closely in a team environment

• Understand and apply operating policies and procedures

• Ability to take ownership of a situation

• Ability to quickly learn new systems and applications

• Customer service experience considered an asset

We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Managing queues, sending out documents and checking documents to meet banking compliance standards.

What you will achieve in this role:

• Opens new commercial deposit accounts

• Processes account change requests for existing commercial deposit accounts (i.e. change in signing authority)

• Opens additional accounts for existing customers via Letter of Direction

• Obtain/compile required supporting documentation

• Follows AML, regulatory & legal compliance requirements

What you will bring to this role:

• Bi-lingual speaking, read and write in French.

• 2+ years admin / Ops officer experience

• Banking Experience/ Previous financial institution

• Computer Skills – MS Suites Excel: basic understanding

• Typing speed min 60-65 wpm

• Strong oral and written communication skills are essential

• Ability to multi-task and work in a fast paced, high volume environment

• Ensure Service Level Agreements are adhered to at all times

• Ability to work efficiently to meet individual and team driven benchmarks

• Be conscientious and detail oriented in order to mitigate any risk to the bank

• Ability to review and understand complex legal documents

• Demonstrate a sense of urgency and commitment to provide quality customer service

• Must demonstrate the ability to be resourceful and proactive in their approach to Partner and Customer Problem Resolution

• Strong oral and written communication skills are essential

• Ability to work closely in a team environment

• Understand and apply operating policies and procedures

• Ability to take ownership of a situation

• Ability to quickly learn new systems and applications

• Customer service experience considered an asset

We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Responsible for reviewing system input as well as business specific documentation for compliance and accuracy as outlined in our business' procedures.

What you will achieve in this role:

• Review 100% of new SBB accounts and signing authority changes for accuracy and completion of AML/KYC/KYB information required to adhere to AML/KYC/KYB compliance in line with business specific procedures.

• Effectively support partners with questions and clarification in resolving deficiencies identified Support the ongoing improvement to the customer experience to develop customer dedication.

• Ensure Service Level Agreements are adhered to at all times.

• Understand and apply operating policies and procedures.

• Focus of work is on the completion of day-to-day processes or activities, however might be assigned additional activities as required

What you will bring to this role:

• Bilingual speaking, read and write in French.
• 2+ years admin / Ops officer experience 
• Banking Experience/ Previous financial institution
• Computer Skills – MS Suites Excel: basic understanding
• Ability to work well independently and as part of a team
• Strong communication, interpersonal, planning and time management skills to work in a fast-paced environment
• Ability to work efficiently to meet individual and team driven benchmarks
• Be conscientious and detail oriented to mitigate any risk to the bank
• Customer driven with a focus on providing exceptional customer service at all times
• Ability to take ownership of situations and know when to escalate issues as required
• Ability to multi-task and work in a fast paced, high-volume environment
• Ability to assess and make decisions on ensuring Small Business Accounts are AML/KYC/KYB compliant
• Adopt to new process and technology improvements

We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

Client Services is a call Centre that offers support to external Investment Advisors, Financial Planners and Insurance Agents who sell Mutual Funds and support existing Guaranteed Investment Funds products.

What you will achieve in this role:

• Action and record not in good order (NIGO) documentation provided by advisors

• Maintain a consistent and superior client experience

•Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices and procedures

• Initiate outbound calls to advisors that require clarification when requests are not in good order

• Investigate, research and resolve account issues with thorough follow-up as the situation requires

• Identify opportunities for the sales team through client referrals and sentiment

• Continuously promote methods to improve quality service delivery

• Contribute to qualitative & quantitative measurements of success

• Superior interpersonal and communication skills

• Strong financial market knowledge

• Consistent adherence to established audit and compliance guidelines

What you will bring to this role:

• Bachelors Degree Required

• 1 year experience (internship/co-op) in Mutual Funds and investments in a banking environment

• CSC/IFIC Canadian Investment Funds Course (required within 180 days of hire)

• Minimum 2+ years client service and/or industry related experience

• Computer Savvy, familiar with MS Word, Excel and other Windows based PC applications

• Tech savvy, able to pick up on new internal systems and is a quick leaner

• Technical knowledge, navigation of software and multiple applications

• Verbal and written communication skills

We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The main function of a Service Officer is to operate data entry devices, such as a keyboard or computer, to verify and input data. Responsible for accurate information documentation and personal project management.

What you will achieve in this role:

•  Receive files from credit analyst, prepare all required documents and send to responsible area to have client sign them.

• Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners.

• Compile, sort and verify the accuracy of data before it is entered.

• Locate and correct data entry errors, or report them to supervisors.

• Compare data with source documents, or re-enter data in verification format to detect errors.

• Maintain logs of activities and completed work.

What you will bring to this role:

• High school diploma or GED required

• 100% Bilingual - read, write speak in English and French

• Previous work experience with SLAs

• Strong Communication Skills

• Possesses logical/pragmatic thinking

• Flexibility for rotation shifts, ability to multitask

•  Experience in computer applications, such as Microsoft Word, Excel and Teams.

We thank you for your interest in the position, however, only those who are qualified will be contacted.

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.