Accounts Transfer Representative
3 days ago
Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.
In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients informed. You will also investigate rejected transfers, communicate any issues to clients for resolution, and reconcile the Account Transfers control accounts daily.
Roles and Responsibilities
- Deliver outstanding customer service to investment advisors, support teams, and investors through inbound contact center interactions
- Processing documents and accounts
- Address inquiries regarding investment strategies, products, and services
- Work closely with internal teams to ensure prompt and effective resolution of client requests
- Represent the company with professionalism, providing precise and clear information
- Track and report on client inquiries to ensure consistency with service standards
- Other duties as required
Qualifications and Skills
- A completed degree or diploma
- 1-2 years of experience in a financial services or banking role
- Strong communication skills, both oral and written
- Ability to thrive in a collaborative, inclusive, and fast-paced environment
- Passion for delivering an exceptional client experience
- Strong problem-solving abilities, with attention to detail
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