Operations Services Representative

3 weeks ago


Toronto, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Toronto, ON

**Department**:
Operations

**Reporting To**:
Manager, Operations Services

**Job Id**:
TOR - 453

**Job Level**:
L3

**Seniority Level**:
Associate

**Position Overview**:
The Operational Services Representative is a key member of the Operations Services Team supporting front-to-back-office process workflows, fulfilling operational requests, resolving complex operational issues, and providing a high level of service to our advisor teams.

**Duties & Responsibilities**:

- Process transactions and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis
- Review, coordinate and/or approve all requests sent in by advisors to ensure they are in good order prior to processing through clearing broker
- Coordinate collection and distribution of information to Advisors for items processed internally and / or on behalf of vendors
- Continuously monitor performance and deliver on operational KPIs
- Provide technical support to guide and support operational escalations and address any questions or concerns
- Adhere and execute to best practices and drive continuous improvement by Identifying, suggest and actively participating in process improvements
- Take a proactive approach to client solutions, collaborating effectively with partners and colleagues to assess customer needs and deliver appropriate solutions
- Help with ad-hoc projects when needed

**Skills & Qualifications**:

- Team player, displays passion and an appropriate sense of urgency in completing tasks
- Very thorough and detailed oriented
- Ability to work independently with mínimal guidance
- Solid written and oral communication skills
- Uses sound judgment and exercises strong decision-making skills
- Comfortable with technology including MS Office suite, web-based platforms
- Experience using Dataphile an asset but not required.

**Education**:

- Minimum 1 year experience in financial services, preferably within brokerage or wealth management
- Canadian Securities Course (CSC) completed preferred



  • Toronto, Canada TA Services Full time

    TA Services has been the premier integrated solutions provider for Freight Brokerage, Managed Transportation, Warehouse and Fulfillment, and Cross Border Logistics needs since 1986. Company culture is intentional here at TA Services and our core values help guide us in the cultivation of that culture. We know how important it is to join a company where you...


  • Toronto, Canada Fidelity International Full time

    About the Opportunity **Job Type**: Permanent Application Deadline: 03 January 2023 - Job Description - Who We are: - Fidelity Investments is a world leader in mutual funds and ETF management. We pride ourselves in proprietary and disciplined research-driven investing. We offer a complete line of products and services to investors through a network of...


  • Toronto, Canada Atlantic Packaging Products Ltd Full time

    We are looking for a Technical Services Representative for the Greater Toronto Area. Reporting to the Technical Service Manager, the Technical Services Representative primarily supports the Sales team acting as a direct link to the Production Group. The representative also acts as a knowledge-based resource for the following departments: Estimating, Design,...


  • Toronto, Canada CB Canada Full time

    Customer Service Representative – Competitive Salary– Toronto, ONThe RoleAre you an excellent communicator, adaptable, and thrive in a customer-focused role? Are you passionate about pets and creating a safe, reliable transportation service for them? If so, we’re looking for you!The Paws Operations Team is looking for a Customer Service Representative...


  • Toronto, Canada Atlantic Full time

    Posting Details Job Details Description We are looking for a Technical Services Representative for the Greater Toronto Area. Reporting to the Technical Service Manager, the Technical Services Representative primarily supports the Sales team acting as a direct link to the Production Group. The representative also acts as a knowledge-based...


  • Toronto, Canada Bank of America Full time

    Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is...


  • Toronto, Canada Canada Post - Postes Canada Full time

    Job Requisition Id: 171941 Business Function: Customer Experience Primary City: Toronto Province: Ont. - GTA Employment Type: Full-Time Employment Status: Temporary with the possibility of extension or permanency Language Requirement: Various Linguistic Profiles Employee Class and Level: SL 03 Number of Vacancies: 1 Job Closing Date (MM/DD/YYYY):...


  • Toronto, Ontario, Canada Campus Living Centres Full time

    1. Position Summary and Job MagnitudeThe Residence Services Representative is responsible for responding to student and guest inquiries, service requests, and carrying out daily operational duties. They must be able to listen and understand the needs of guests and students and deliver the appropriate level of service, striving for high customer service...


  • Toronto, Canada GFL Environmental Inc. Full time

    GFL Environmental is looking for an experienced Customer Service Representative to be based out of our Weston Road, Toronto, Ontario location. The Customer Service Representative will assist in selling and promoting GFL’s solid services to businesses and industrial establishments by placing outgoing calls and handling incoming customer calls and questions...


  • Toronto, Canada GFL Environmental Inc. Full time

    GFL Environmental is looking for a Customer Service Representative to be based out of our Weston Road, Toronto, Ontario location. The Customer Service Representative will assist in selling and promoting GFL’s solid services to businesses and industrial establishments by placing outgoing calls and handling incoming customer calls and questions in a...


  • Toronto, Canada GFL Environmental Full time

    GFL Environmental is looking for an experienced Customer Service Representative to be based out of our Weston Road, Toronto, Ontario location. The Customer Service Representative will assist in selling and promoting GFL’s solid services to businesses and industrial establishments by placing outgoing calls and handling incoming customer calls and...


  • Toronto, Canada Wealth One Bank of Canada Full time

    Wealth One Bank of Canada (“WealthONE”) is on a mission to accelerate the growth of our business. To support this goal, we are building a highly skilled team of financial professionals who are passionate about creating a great client experience. As a Client Service Representative, whether it’s answering calls, online inquiries or assisting with...


  • Toronto, Canada Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...


  • Toronto, Canada Arelli Commercial Cleaning Full time

    Arelli Cleaning Inc. is a thriving commercial cleaning company that provides exceptional cleaning & disinfection services to businesses in the GTA area. As we embark on the next stage in our journey — expanding to new cities & areas, we are looking for a Part-time **Field Operations and Sales Representative** to join our journey to success. - **What is the...


  • Toronto, Canada Precise Parklink Full time

    **Company Description**: As Canada's parking industry leader for 30 years, our expertise in providing full-service parking solutions has evolved into urban mobility intelligence. We now innovate and support solutions required for all modes of transportation including public transit, parking, and electric car charging stations. **Job Summary**: The Customer...


  • Toronto, Canada Unity Health Toronto Full time

    Unity Health Toronto, comprised of Providence Healthcare, St. Joseph¿s Health Centre and St. Michael¿s Hospital, works to advance the health of everyone in our urban communities and beyond. Our health network serves patients, residents and clients across the full spectrum of care, spanning primary care, secondary community care, tertiary and quaternary...


  • Toronto, Canada LFC-ZMF Operations Ltd. Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 35 hours per weekEducation: Expérience: EducationCollege/CEGEPWork settingRestaurant and food serviceTasksRequisition or order materials, equipment and suppliesCo-ordinate activities with other work units or departmentsConsult with clients after sale to provide ongoing supportResolve...

  • operations supervisor

    10 hours ago


    Toronto, Canada LFC-ZMF Operations Ltd. Full time

    Work Term: PermanentWork Language: EnglishHours: 35 hours per weekEducation: College/CEGEPExperience: 5 years or moreWork settingRestaurant and food serviceTasksRequisition or order materials, equipment and suppliesCo-ordinate activities with other work units or departmentsConsult with clients after sale to provide ongoing supportResolve product and service...


  • Toronto, Canada Handyman Connection of Etobicoke, ON Full time

    A fast-paced local office of an International Franchise has an opening for a Customer Service Representative. Our customers love you! We have over 60% repeat/referral customer base and seek additional office support for our growing business. Handyman Connection of Toronto West is a locally owned and operated, well-established Home Improvement Company...


  • Toronto, Canada BritFly ltd Full time

    Role Description This is a full-time remote role for a Customer Service Representative at BritFly Ltd. The Customer Service Representative will be responsible for providing exceptional customer service and support to clients. They will handle customer inquiries, resolve customer complaints, and ensure customer satisfaction. The Customer Service...