Specialist, Investments

**Requisition ID**: 150578

Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

**Department Summary**:
Client Business Support (CBS) is a client focused processing department that enables the bank to demonstrate that a virtual bank can offer superior client experience by efficiently and effectively delivering on the promises made to our clients.

The CBS department is made up of several teams; each team plays a unique role in providing support for both Deposit/Chequing and Lending products.

The following teams along with their specialized focus is what makes Client Business Support an integral piece of our organization:

- Account Opening
- Registered Products, Statements and Year
- End
- Investments and Cannex
- Payments
- Estates
- Lending
- Quality Assurance

Overall, Client Business Support is committed to delivering a 'Wow' experience. While we do not speak directly with our clients, we make sure we deliver on promises made to our clients

**Purpose**:
**Accountabilities**:

- Represent the Mutual Fund Team as a SME on all mutual fund products including third party funds offered by Tangerine by answering questions and providing training for internal clients and team members.
- Handle process and complete all transactions that result from the Call Centre’s daily activities which include setting up new accounts, verifying information, entering data on the system and client/account investigation.
- Ensures timely completion of all cash management activities, trade processing and account maintenance.
- Actively monitor and maintain Investments queues to ensure completion of service request or inquiries. Provide regular follow up on research status as required.
- Reconcile daily processing work.
- Prepare and scan documents into internal imaging system.
- Work closely with other departments to resolve account related problems in a timely manner.
- Provide information on the policies and procedures of the CBS Department.
- Liaise with other banking and financial institutions in order to resolve complex client issues.
- Ensure that policies and procedures are updated regularly as per the CBS Department’s parameters.
- Must be able to handle high volume of processing especially during peak periods and RSP season.
- Commit to proactive and ongoing improvement of skills and the continued acquisition of knowledge.
- Contribute in the ongoing development of the CBS Department.
- Handle inquiries from the Service and Sales Team and other internal clients via the CBS Support Line.
- Participate in Testing ARQ and Enhancement requests.
- Participate and provide cross-training/training of new hires.
**Experience**:

- Minimum 1-2 years of work related experience, preferably in the banking industry
- IFIC Operations Course and/or Canadian Securities Course is an asset
- Call Centre experience is an asset
- Bilingualism (French/English) is an asset
- Computer proficiency; Microsoft Office is an asset

Location(s): Canada : Ontario : North York

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.