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Customer Service and Asset Transfer Specialist

1 month ago


Toronto, Ontario, Canada Insight Global Full time

At Insight Global, we are seeking a highly motivated Servicing Analyst to join our dynamic team at a leading Canadian banking institution. The Wealth Management Operations group is dedicated to facilitating seamless asset transfers for high net worth clients across Canada.

The ideal candidate will possess a strong go-getter attitude, excellent problem-solving skills, and the ability to learn new tasks with precision. They will collaborate with their team, leadership, and internal/external partners to resolve issues efficiently and effectively, adhering to industry standards.

Daily responsibilities will include:

  • Data entry and transfer processing
  • Prioritizing branch inquiries

To be successful in this role, candidates must have:

  • Completed post-secondary education in Economics, Finance, Business, or a related field
  • Exceptional communication skills and a willingness to learn
  • A keen eye for detail
  • Strong critical thinking skills
  • Tech savviness, with the ability to navigate multiple screens simultaneously

In addition to these requirements, having previous experience working at a Canadian banking institution would be beneficial.

We offer a competitive estimated salary of $60,000 - $80,000 per year, commensurate with experience, reflecting the complexity of the role and the company's commitment to rewarding its employees fairly.