JOB DESCRIPTION

Location: Onsite| Mississauga

Duration: 12 months

Our client a leading financial institution in Mississauga, is looking for a Senior Client Representative to assist clients with questions on new fund purchases. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

Review account overdraft reports, assist clients with questions on new fund purchases, provide support on cash instruction templates/ how to use/complete, assist in fixing processing errors with various internal processing departments, help clients to understand entries in client statements, and manage free asset transfers to/from client accounts.

Must-Have Skills:

• Investment Industry knowledge would be an asset.
• Proven Client Service skills are a must.
• Minimum of 2 years’ experience in financial services
• Candidate should be Enthusiastic, patient
• Able to multi-task, manage volumes and communicate well both verbal and in written form. 

Nice-To-Have Skills:

• Canadian Securities Course
• IFIC course
• Enrolled in CFA

Soft Skills Required:

• Problem Solving
• Interpersonal Skills
• Teamwork
• Flexibility/Adaptability
• Organizational Skills

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.