Client Service Representative

1 week ago


Montreal, Canada Robertson & Company Ltd. Full time

banking or financial service experience is a MUST


Pay rate:

$19.35/hr T4


Onsite - Montreal

Est. Start Date: ASAP

Duration: 6 months

Working hours: 9-5


Must-Have Skills:

• Previous experience with Microsoft Suite.

o Office, Teams, Excel.

• Attention to detail.

• Good organizational and communication skills

• Positive attitude

• Team Player

Nice to have Skills:

• Previous Desk Clerk experience.

• Conversational French would be a plus.


Role Responsibilities Include (but are not limited to):

• This role will focus on the mailing aspect of record keeping and administration.

• Receive client transfers and mail them out appropriately.

• Manage the return mail volumes as they come in.

o Invalidate the address in the system.

o Store processed items for record keeping.

• Check processing involving reconciling values in the system and then sending them out.

• Ensure that correct documentation is being completed for each task

• Verification of data in reports versus source systems to ensure quality.



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