Job Description

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

Provide a broad range of operational support and performs general to specialized transactions and/or other processing activities for own Operations and Business Services function. May contribute to analysis/reporting on critical projects or special initiatives that strengthen our operating model/processes and elevate service quality.

What you will achieve in this role:

• Cold call clients with intent of booking them in for meetings to meet Investment Advisors (IAs), growing business and bookings for IAs

• Execute transactions accurately, on time and in line with established guidelines/procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)

• Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained

• Identify opportunities to improve service delivery

•Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels

• Interact with partners by responding to requests in an effective and timely manner

What you will bring to this role:

• Post-Secondary Education

• Customer Service/ Retail experience

• Strong Communication and Phone Etiquette skills

• Ability to work independently, as well as part of a team

• Self-motivated and goal-oriented

• Proactive, able to manage one’s desk and their own day efficiently

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.