Client Services Representative - Proficient

Raise; Toronto; Hybrid; CAD 64,000 - 75,000; Full time

Job summary

Raise is hiring a Client Services Representative - Proficient in Toronto for a 4-month hybrid role. You will handle settlement activity, respond to daily queries, and perform end-of-day reconciliations while maintaining procedures and knowledge sharing within the team.

The role requires 2+ years in settlements, strong Excel/Power BI skills, and excellent communication under tight deadlines. Join a team committed to accuracy and proactive support.

Qualifications

• 2 years relevant work experience
• Solid knowledge of Trade settlement principles
• Experienced with GL entries and reconciliations
• 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

Responsibilities

• Ensure all settlement activity and processes are completed with accuracy, timeliness and completeness within market timeframes.
• Provide a high level of service by responding promptly and accurately to daily queries and requests regarding Security Trade Settlement. Respond to specific requests received via email, query tracking system, telephone or email.
• Perform accurate and complete reconciliation for End of Day Ledger Balancing
• Reconcile cash and asset positions related to Settlements activity.
• Advise Manager of all significant issues, elevate immediate concerns/risk to the Management team as appropriate.
• Ensure that up-to-date desk operating procedures are maintained and accessible to team members and specific daily procedures are clearly documented.
• Proactively support the team by assisting with workload, sharing knowledge and participating in cross training

Skills

Trade settlement knowledge

GL entries & reconciliations

MS Office (Excel/PowerPoint)

Communication skills

Analytical mindset

Deadline driven

Power BI

Tools

Power BI

Job description

• Location: Toronto, ON - Hybrid (3-4 days in office)
• Pay Rate: $30.55/hr-$36.05/hr

• Location: Toronto, ON - Hybrid (3-4 days in office)
• Pay Rate: $30.55/hr-$36.05/hr
• Contract Length: 4 Months

We at Raise are hiring a Client Services Representative - Proficient for one of our top clients.

We’re hiring right now;

Responsibilities

• Ensure all settlement activity and processes are completed with accuracy, timeliness and completeness within market time frames.
• Provide a high level of service by responding promptly and accurately to daily queries and requests regarding Security Trade Settlement. Respond to specific requests received via email, query tracking system, telephone or email.
• Perform accurate and complete reconciliation for End of Day Ledger Balancing
• Reconcile cash and asset positions related to Settlements activity.
• Advise Manager of all significant issues, elevate immediate concerns/risk to the Management team as appropriate.
• Ensure that up-to-date desk operating procedures are maintained and accessible to team members and specific daily procedures are clearly documented.
• Proactively support the team by assisting with workload, sharing knowledge and participating in cross training

Must-Have Skills

• 2 years relevant work experience
• Solid knowledge of Trade settlement principles
• Experienced with GL entries and reconciliations
• 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

Nice To Have Skills

• Experience in financial services industry (specifically CDS & DTC markets)
• Experience with macros and VBA development
• Knowledge of systems employed by Securities Settlement including Arrow, Canadian Depository for Securities (CDS), Depository Trust Company (DTCC), Transaction Lifecycle Management (TLM)

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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