Transfers Service Representative

4 weeks ago


Toronto, Canada Fidelity Canada Full time

OverviewWe are seeking detail-oriented contract employees to assist with customer service activities related to account transfers. This role focuses on outbound phone calls to other financial institutions to follow up on the status of transfer requests, ensuring timely and accurate completion.Key ResponsibilitiesMake outbound calls to financial institutions to confirm and update the status of account transfer requests.Document all interactions and updates accurately in internal systems.Escalate issues or delays to the appropriate team for resolution.Maintain professionalism and adhere to compliance standards during all communications.QualificationsStrong verbal communication and customer service skills.Ability to work independently and manage time effectively.Attention to detail and accuracy in documentation.Previous experience in financial services or call center environment is an asset.Completed Post Secondary Education or equivalent work experience.CompensationThis contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $26.00 to $29.00 based on experience and qualifications.We offer market-aligned rates that recognize the specialized skills and agility required for this role.We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.This posting is for an existing vacancy within our organization.Employment detailsContract opportunity until April 30, 2026. Current work authorization is required for all openings. The in-office schedule for this role is four times per week for training (first 2 weeks) and then two times per week for the remainder of the contract.About Fidelity CanadaFidelity Clearing Canada (FCC) was founded in 2009 to provide execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms. FCC is a leading independent clearing broker and custodian in Canada with assets under administration of approximately $13 (CAD) billion.Equal OpportunityFidelity Canada is an equal opportunity employer. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground. Accommodation during the application process is available on request. If you require an accommodation, please email FidelityCanadaStaffing@fidelity.ca.No telephone inquiries or agencies please. Only those selected for an interview will be contacted. #J-18808-Ljbffr



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