Customer Service
Full Time
Job Description
- Partner directly with top banks (who are our custodians) to assist with administrative and operational tasks
- Help Investment Counsellors with relationship management by working with existing clients on operational inquiries
- Help produce reports based on the current situation of prospective clients
- Be a direct contact or expert in multiple subjects to develop your skills once you assume more responsibility
- Report to your client Service Team Leader who will aid in your on-the-job training and professional development
Required Knowledge, Skills, and Abilities
- A university degree or equivalent combination of education and experience (Finance/Economics/Business is a plus)
- You can connect with a wide array of audiences by phone and email with a focus on client service
- Work well in a collaborative, team-oriented setting
- Commitment to maintain quality of work while sticking to a timeline
Reference no: 90294