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Banking Accounts Coordinator

2 months ago

Toronto, Ontario, Canada Adecco Canada Full time
{"title": "Banking Accounts Coordinator", "description": "Job Summary

Adecco Canada is seeking a detail-oriented and proactive Banking Accounts Coordinator to join our team. This 12-month contract position offers a competitive hourly rate and the possibility of transitioning to a permanent role. You'll play a key role in maintaining high standards of client service and operational efficiency within the bank.

Key Responsibilities
  • Build and maintain strong relationships with clients through effective coordination with various internal departments and divisions.
  • Maintain a high level of customer service by keeping clients informed about new developments, products, and services relevant to their business needs.
  • Ensure prompt resolution of client issues, recommending improvements to policies and procedures to enhance service delivery.
  • Review and approve administrative items such as de-registrations, bank transfers, foreign exchanges, and internal account transfers.
  • Act as a liaison with various operational areas within the bank, ensuring tasks are completed proactively and on time.
  • Coordinate and document regular meetings with clients, addressing ongoing service and operational issues and providing guidance on bank policies and procedures.
  • Provide recommendations for process improvements to enhance overall business relationships with clients.
  • Represent the bank professionally at client meetings and business functions.
Requirements
  • Must be legally eligible to work and reside in Canada.
  • University degree with a minimum of two years in a brokerage/service role.
  • Canadian Securities Course (CSC) is mandatory; Conduct and Practices Handbook (CPH) is an asset.
  • Wealth management experience is highly preferred.
  • Familiarity with bank procedures, regulatory and legal aspects of the industry is mandatory.
  • Proficient in Microsoft Office, with strong interpersonal skills and the ability to work independently or in a team.
", "lang_code": "en-US"}