Investment Operations Specialist

Infotree Global Solutions; Toronto; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading company in the banking and financial services sector is seeking an Account Transitions Coordinator for a 12-month contract position in Ontario, Canada. The successful candidate will manage complex asset transfers, ensuring an outstanding experience for elite clients while demonstrating meticulous attention to detail and strong communication skills.

Qualifications

• 2-3 years relevant experience in a similar role.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities.

Responsibilities

• Manage complex transfer requests within service level agreements.
• Enhance client experience and drive efficiency improvements.
• Communicate with clients regarding transfer issues and status.

Skills

Attention to detail

Verbal communication skills

Organizational skills

Education

Post secondary education

Canadian Securities Course (CSC) Certification

Tools

Microsoft Office

IBM-OSS

AS400 CDS/ARROW

FUNDSERV

Job description

Direct message the job poster from Infotree Global Solutions

Experience Recruiter Hiring for Large Banking & Financial Institutions, Technology, Engineering clients in United States of America (USA) and Canada.

Job Title: Account Transitions Coordinator

Duration: 12 Months contract with possibility of extension

Nature of the Role and Contribution:

The successful candidate reports to the Team Lead, Account Transition Services. The candidate will be responsible for processing and communicating complex transfer requests to ensure that all assets being received are processed within a set service level agreement (SLA). The candidate person will be responsible for managing the Transition experience for Elite Clients including Portfolio Managers and Introducing Brokers.

The candidate must be able to use problem solving techniques to diagnose what occurred, why it occurred, and the steps required to solution. Additionally, they must have the ability to articulate clearly and confidently, over the phone and during regular touchpoints with Elite Clients or via email.

A successful candidate must understand how they complete their work, i.e., attitude, behavior, disposition, and teamwork are just as important as daily production.

Responsibilities:

• Meticulous attention to detail when investigating transfers
• Manage Transition mailboxes and initiate or investigate transfers in a timely manner to meet our SLA of 24 hours
• Communicate with our clients when transfers submitted are NIGO (not in good order) and memo accounts with reasons for rejections
• Email or call relinquishing institutions up to 75 times per day to investigate transfer status
• Review rejected transfers and re-submit them in good order
• Process journals (Cash & Securities)
• Interact with clients on an ongoing basis to resolve any outstanding issues related to Account transitioning
• Enhance the client experience by creating efficiencies to exceed expectations, seek process improvements
• Collaborate with various partners to drive digital adoption
• Generate scheduled and ad-hoc reporting for internal and external requirements
• Meet with clients to discuss transfer process and requirements
• Identify initiation, rejection, and asset trends
• Draft and/or update existing user guides as required
• Overtime required during high volume periods

Behaviours:

• Proactiveness in taking charge of challenges impacting the team
• Be a change agent for culture, technology, and methodology
• Challenge the existing process
• A team player, who identifies personal success and team success
• Identify opportunities to improve the client and employee experience
• Self starter requiring limited supervision that acts as a resource to colleagues within the organization

Qualifications:

• Post secondary education with 2-3 years relevant experience
• Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint)
• Excellent verbal and written communication skills
• Prior experience with the following systems: IBM-OSS & AS400 CDS/ARROW and FUNDSERV would be an asset
• Strong organizational skills with the ability to manage multiple priorities in a growth environment
• Proven ability to work effectively as a team member
• Attention to detail and communicate a clear understanding and sense of urgency
• Excellent communication and interpersonal skills

Required:

• Completion of the Canadian Securities Course (CSC) Certification

Nice to have:

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Analyst

• Industries

  Investment Banking, Banking, and Financial Services

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