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Jr. Customer Service Representative to process transactions within wealth management for an insurance client-3706

Job Type: Contract
Positions to fill: 3
Start Date: Sep 27, 2022
Job End Date: Jan 22, 2023
Pay Rate: Hourly: Negotiable
Job ID: 123163
Location: Toronto
3 months to start
Candidates' needing from below locations only:

Waterloo - Onsite
Toronto - Remote
Montreal - Remote

  • The Dealer Operations Team is looking for an exceptional, customer-oriented team player who is eager to join a growing, fast paced, challenging environment.The skills required of the successful candidate will ensure customer relationships are enhanced and contribute to building strong customer loyalty. This role will complete financial and non-financial transactions daily in addition to providing support to our advisors. The consultant will be responsible for ensuring transfers, trades, and all other nominee and client name related tasks are completed accurately and within service standards.
Major Accountabilities:
  • Handle advisor and client calls for Nominee Name or Client Name platform
  • Process transactions, including financial trades and transfer requests within service standards
  • Communicate with peers and fund companies via phone and email
  • Complete all work with a high attention to detail and accuracy
  • Follow up on external transfers to expedite the transfer of funds 
  • Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
  • Work with Data Integrity team to resolve any Nominee reconciliation issues
  • Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
  • Processing of taxation slips/receipts using Customer Service Workbench
  • Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec
  • Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
  • Process corrections and complete Letter of Indemnity for fund companies
  • Phone shift schedule rotates monthly. Shifts times are: 8am-4pm, 830am -430pm or 10am – 6pm

Must haves:
  • 2+ years of customer service experience 
  • Wealth Background – Mutual Funds, Shares, ETFs, Banks, Financial Institutes
  • Product Knowledge – RSP, TFSA, RESP, LIRA, RRIF etc.
  • Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities
  • Experience with Excel spreadsheets
  • Knowledge of CSW (customer service workbench)
  • Knowledge of FundServ and Univeris applications
  • Call centre experience
  • Bilingual (French/English)
  • University/College diploma is an asset