Mutual Fund Representative
4 days ago
Responsibilities Ensure that all Adjustment Processing cases assigned are completed accurately, on target and within regulatory standards, First Time Right Processing and Quality Control in order to maximize client experience, and assist other Investor Services (IS) departments/teams in the resolution of client issues in order to maximize client experience. Programs / Technology / Software What program/technology/software knowledge is essential for this role? Describe in what capacity the selected candidate will be using it: MS Office Must-Have Skills / Experience / Education 1–4 years experience Experience within Shareholder Services or similar multi-client mutual fund administration environment Good working knowledge / experience in the financial services industry, specifically in Mutual Fund and Segregated Funds administration Sound knowledge of Error Corrections, compliance / regulation – including Registered Products Demonstrated ability to work successfully in a fast-paced, high stress environment Communicate effectively with both internal and external client groups Computer Literacy – Intermediate Sound technical and analytical skills in running/debugging various applications and macros including MS Office Nice-to-Have Skills / Experience / Education Proven track record in leading initiatives, managing cross-functional relationships Completion of IFIC Mutual Funds Operations Course Unitrax Recordkeeping System knowledge FundSERV knowledge The expected base salary range for this position is $22 – $22 per hour, depending on experience, skills, and internal equity. In addition to base salary, this role may not be eligible for other forms of compensation, including bonuses, commission (if applicable), and/or other incentives, as well as a comprehensive benefits package. Final compensation will be determined based on job-related skills, experience, and market factors. We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing. #J-18808-Ljbffr
-
Mutual Funds Representative
7 days ago
Toronto, Ontario, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Mutual Funds Representative
1 week ago
Toronto, Ontario, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Mutual Fund Representative
6 days ago
Toronto, Ontario, Canada Collabera Full timeJob DescriptionDaily ResponsibilitiesDescribe a typical 'day in the life':Ensure that all Adjustment Processing cases assigned are completed accurately, on target and within regulatory standards, First Time Right Processing and Quality Control in order to maximize client experience, and assist other Investor Services (IS) departments/teams in the resolution...
-
Mutual Funds Representative
3 weeks ago
Toronto, Canada CIBC Full timeJoin to apply for the Mutual Funds Representative - Contact Centre Investment Team role at CIBC. We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. What You’ll Be Doing As a member of CIBC’s Contact Centre Investment Team, the Mutual...
-
Mutual Funds Representative
3 weeks ago
Toronto, Canada CIBC Full timeJoin to apply for the Mutual Funds Representative - Contact Centre Investment Team role at CIBC . We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. What You’ll Be Doing As a member of CIBC’s Contact Centre Investment Team, the Mutual...
-
Mutual Funds Representative
3 weeks ago
Toronto, Canada CIBC Full timeJoin to apply for the Mutual Funds Representative - Contact Centre Investment Team role at CIBC. We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. What You’ll Be Doing As a member of CIBC’s Contact Centre Investment Team, the Mutual...
-
Bilingual Customer Service Representative
3 weeks ago
Toronto, Canada Sun Life Full timeBilingual Customer Service Representative - Mutual funds Operations Join to apply for the Bilingual Customer Service Representative - Mutual funds Operations role at Sun Life You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues –...
-
Bilingual Customer Service Representative
3 weeks ago
Toronto, Canada Sun Life Full timeBilingual Customer Service Representative - Mutual funds Operations Join to apply for the Bilingual Customer Service Representative - Mutual funds Operations role at Sun Life You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues –...
-
Mutual Funds Advisor – Remote
3 weeks ago
Toronto, Canada CIBC Full timeA leading financial institution is seeking a Mutual Funds Representative for its Contact Centre Investment Team in Toronto. The role focuses on delivering exceptional client experiences, promoting investment products, and resolving client inquiries related to mutual funds. Applicants should have a valid Mutual Funds License and thrive in a flexible,...
-
Mutual Funds Advisor – Remote
3 weeks ago
Toronto, Canada CIBC Full timeA leading financial institution is seeking a Mutual Funds Representative for its Contact Centre Investment Team in Toronto. The role focuses on delivering exceptional client experiences, promoting investment products, and resolving client inquiries related to mutual funds. Applicants should have a valid Mutual Funds License and thrive in a flexible,...
