JOB DESCRIPTION

Location: Hybrid | Downtown, Toronto

Duration: 12 months

Our client a leading financial institution in Downtown Toronto, is looking for a Client Services Representative – Proficient to maintain and update filing, inventory, mailing, and database systems. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

• Maintains client files, performing data entry and account processing duties (e.g. verifying accuracy of transactions)
• Performs other clerical duties as necessary, such as preparing reports requiring specialized procedures, answering phone calls, bookkeeping, completing routine forms and maintaining records and filing, etc.
• Communicate with customers, employees, and other individuals to answer questions, disseminate or explain product information, and address complaints
• Compile, copy, sort, and file records of business transactions and other activities
• Compute, record and proofread data and other information, such as records or reports

Must-Have Skills:

• Detail oriented & Problem resolution
• Client-centric with efficiency
• Adapts well to fast passed
• Flexible & Adaptable
• Coachability
• Communication to speak with clients, comfortable speaking over the phone

Nice-To-Have Skills:

• Bilingual English and French

Soft Skills Required:

• Communication
• Teamwork
• Critical thinking
• Adaptability

Education:

• Highest Education

Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.