Equity Trade & Processing Specialist

UBS; Toronto; On-site; CAD 68,000 - 85,000; Full time

Job summary

A leading global wealth management firm is seeking a detail-oriented professional for a client services role in Toronto. The successful candidate will assist with new client setups and ensure accurate processing of trades. Responsibilities include collaborating with stakeholders, managing transactions, and enhancing client relationships in a fast-paced environment. Candidates should have client services experience, strong computer skills, and the ability to manage multiple tasks effectively.

Benefits

Competitive benefits

Qualifications

• Experience in client services is essential.
• Must possess strong computer skills with a willingness to learn.
• Proven ability to build relationships at different levels.

Responsibilities

• Assist with new client set up and ensure trades are processed correctly.
• Collaborate with stakeholders to drive outcomes.
• Process transactions, confirmations, and manage exceptions.

Skills

Client services experience

Strong computer skills

Interpersonal skills

Ability to work under pressure

Process improvement skills

Multi-tasking ability

Job description

A leading global wealth management firm is seeking a detail-oriented professional for a client services role in Toronto. The successful candidate will assist with new client setups and ensure accurate processing of trades. Responsibilities include collaborating with stakeholders, managing transactions, and enhancing client relationships in a fast-paced environment. Candidates should have client services experience, strong computer skills, and the ability to manage multiple tasks effectively.