Client Services

2 weeks ago

Toronto, Canada eTeam Inc. Full time

Job Description: Role, Tasks & Responsibilities:
Responsible for assisting account and relationship managers in maintaining designated cash liquidity levels for trust clients. Performs cash analysis for daily valuation clients based on instructions for fund balances, determining if equity holdings in stock or mutual funds need to be increased or decreased to maintain required balance. Serves as a liaison between trust administration and operations, determining which areas (special assets, traders, trade processing, investment management liaison, information delivery, wire services, etc.) need to be contacted to complete the trade and appropriate account record-keeping. Completes rebalancing of funds for Defined Contribution and Defined Benefit Clients per client s standing letter of direction.Responds to client requests for account information or initiates transactions requested by client or administrators. Assists account or relationship manager with transactional/events related to cash.Confirms incoming/outgoing wires per administrator s request.Interacts with partners on a daily basis to receive and communicate information of all aspects of a client relationship.

Experience Level:
1-2 years of operations or trade processing experience.

In depth knowledge of corporate operational and record-keeping areas to determine appropriate transaction processor, usually acquired through related work experience, is required to ensure timely processing.

Knowledge of trust products and services usually acquired through related work experience is required to service client and administrator needs. Since its an entry level role I don't mind hiring a new graduate with Business Degree/Diploma

**Comments for Suppliers**:
1-2 years of operations or trade processing experience.

In depth knowledge of corporate operational and record-keeping areas to determine appropriate transaction processor, usually acquired through related work experience, is required to ensure timely processing.

Knowledge of trust products and services usually acquired through related work experience is required to service client and administrator needs. Since its an entry level role I don't mind hiring a new graduate with Business Degree/Diploma

**Client Notes**:
Responsible for assisting account and relationship managers in maintaining designated cash liquidity levels for clients.

**Remote-NO**
This is a hybrid role (2 days office, 3 days at home)
Following Ontario Covid health guidelines

**Education**:
Accounting/Finance Degree or new graduate with simliar business background

**Skills/Experience**:
1-2 years of operations/trade processing experience
Good communication and team work

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