Robertson & Company
Job title:
Service Officer II
Company
Robertson & Company
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.Introduction: Prime Hires is seeking a skilled Service Officer to join our client.Contract Dates: 4 months with potential to extend or convert
Pay Rate: $22 per hour
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:
- Prioritize and manage own workload to meet SLA requirements for service and productivity
- Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
- Escalate non-standard or high-risk transactions or other activities as appropriate
- Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
- Complete investigations – report/escalate risk issues identified or process gaps
- Access systems, know and apply system capabilities, ensure upload/download of information is completed timely and accurately
- Assist in analysis, development, testing, and implementation of operating and process improvements
Experience & Qualification Requirements:
- Working knowledge of wealth management industry, including product knowledge of account types and their functionality (ideally 1-2 years, operations background, closing an account, opening a savings account, understanding of SLAs)
- Tech Savvy – navigate computer applications freely
- Intermediate/Experience Excel skills – navigating excel, spread sheets, copying cells, extracting data from database
- Ability to work independently and manage multi-task
- Ability to accurately document and record customer/client information
- Commitment to client service excellence
- Able to commute 2-3 days a week onsite
- Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset
Personal Attributes:
- Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
- Excellent organizational, follow-up, analytical and problem-solving skills
- Excellent interpersonal skills with the ability to build relationships with the team and partners
****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Prime Hires & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Prime Hires & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Prime Hires is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.
Expected salary
$22 per hour
Location
Toronto, ON
Job date
Mon, 04 Nov 2024 23:58:53 GMT
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