Bilingual Financial Service Representative - Waterloo
Posted on :
17-11-2022
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
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Jobs by Experience
1-2years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
17-11-2022
Job Description
Are you looking for a stimulating and dynamic job? If you would like to be part of a team that believes in your potential and of a great company that will help you advance in your career, this is the job for you! We are currently looking for three Financial Service Representatives for one of our clients in the insurance industry.
What is in it for you:
Salary at $24/h
Contract for 6 months, onsite position
Rotational shifts between 8 AM to 6 PM Monday to Friday
Dynamic and professional environment
Responsibilities:
Handle advisor and client calls for Nominee Name or Client Name platform
Process transactions, including financial trades and transfer requests within service standards
Communicate with peers and fund companies via phone and email
Complete all work with a high attention to detail and accuracy
Follow up on external transfers to expedite the transfer of funds to Sun Life
Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline
Work with Data Integrity team to resolve any Nominee reconciliation issues
Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data
Processing of taxation slips/receipts using Customer Service Workbench
Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Qu bec
Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues
Process corrections and complete Letter of Indemnity for fund companies
What you will need to succeed:
Proficient knowledge of the Dealer Operations products and processes
Excellent customer service skills and excellent problem-solving and decision-making skills
Excellent communication skills written/verbal French and English
Excellent interpersonal skills and excellent organizational and time-management skills
Self-motivated, self-directed, able to work independently
Mathematical aptitude and strong attention to detail, problem solving and decision-making skills
Ability to work in a face paced environment with a sense of urgency
Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities (an asset)
Experience with Excel spreadsheets (an asset)
Knowledge of CSW (customer service workbench) (an asset)
Knowledge of FundServ and Univeris applications (an asset)
Call centre experience (an asset)
University/College diploma is an asset
IFIC Operations course or CSC Designation (an asset)
admin
Employment Type
Full Time
Key Skills
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