Client Services Representative - Proficient

Raise; Toronto; Hybrid; CAD 42,000 - 60,000; Full time

Job summary

Raise is hiring a Client Services Representative - Proficient for a top client in Toronto. The role focuses on accurate trade processing, cancellations, and continuous improvement of procedures within a hybrid, 12-month contract.

The ideal candidate has 2-4 years of experience, strong MS Office and Power BI skills, and a proven ability to work under tight deadlines while delivering high-quality results.

Qualifications

• 2-4 years of relevant work experience.
• Solid knowledge of Trade Processing principles.
• Very strong computer skills, including MS Word/Excel/PowerPoint/Power BI.
• Excellent communications skills, both verbal and written.
• Analytical and detail-oriented qualities.
• Ability to work under pressure and meet very strict deadlines.
• Ability to multi-task and ensure accuracy/efficiency.

Responsibilities

• Efficient and accurate processing of client trades including repair, validation and manual input.
• Efficient and accurate processing of client cancellations/corrections.
• Leverage your technical skills to optimize and automate operating procedures that ensure accuracy, timeliness and completeness of all processes.
• Contributes to continuous improvement of workflow, processes and procedures for maximum efficiency and quality.
• Follows procedures to ensure compliance with regulatory requirements and audit/risk management.

Skills

Trade processing principles

Communication skills

Analytical ability

Attention to detail

Multi-tasking

Working under pressure

Tools

MS Word

Excel

PowerPoint

Power BI

Job description

Client Services Representative - Proficient

• Location: Toronto, ON - Hybrid
• Contract Length: 12 Months

We at Raise are hiring a Client Services Representative - Proficient for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand.

Key responsibilities

• Efficient and accurate processing of client trades including repair, validation and manual input
• Efficient and accurate processing of client cancellations/corrections
• Leverage your technical skills to optimize and automate operating procedures that ensure the accuracy, timeliness and completeness of all processes
• Contributes to environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the department
• Follows preset procedures are ensuring compliance with applicable regulatory requirements as well as corporate audit and risk management requirements.
• Contributes to satisfactory results in all internal & external audits
• Display work ethics that fosters team spirit and a respectable workplace
• Assist others in the team during high volume periods and staff shortage
• Collaborate with management decisions and discretions that are required to mitigate risks
• Ensure sufficient cross-training plans are in place and achieved for sufficient coverage during unexpected FTE shortage within and outside the team.
• Knowledge and “client exception” sharing to ensure proper coverage at all times
• Support and adopt to new initiatives

Requirements:

• 2-4 years of relevant work experience
• Solid knowledge of Trade Processing principles
• Very strong computer skills, including Microsoft Office applications (MS Word/Excel/ PowerPoint / Power BI)
• Excellent communications skills, both verbal and written
• Analytical and detail-oriented qualities
• Ability to work under pressure and meet very strict deadlines
• Ability to multi-task and ensure accuracy/efficiency

Nice to have:

• Experience in financial services industry
• Experience with macros and VBA development
• Certified designations such as CPA, CFA, LSS Black Belt, etc.

Looking for meaningful work? We can help!

Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity.

We strive to build teams that reflect the diversity of the communities we work in. We encourage all qualified applicants to apply, including people from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with visible/nonvisible disabilities.

We have a dedicated webpage for accommodations where you can learn more about what we offer and request accommodation: https://raise.jobs/accommodations/

In order to submit candidates for roles, our clients will sometimes require personal information to confirm the identity of applicants and their legal status to work. Raise will never ask you for personal or banking information unless you have been selected for a job. If you are ever unsure about the legitimacy of this or another job posting by Raise (or have any other questions), please contact us at [phone] or [e-mail]

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