Join our Operations Team as an Account Processing Associate in Vancouver, BC. This full-time role demands accuracy in processing account documentation and a passion for exceptional customer service.
We are seeking a committed individual to enhance our operations. The selected candidate will engage with the MAKO & DocuSign systems, conduct quality assurance on data, and escalate documentation issues efficiently. Ideal for those who thrive in energetic environments, this position offers responsibilities that foster strong relationships and customer satisfaction.
Key Responsibilities:
• Monitor MAKO & DocuSign dashboard for updates
• Review and action MAKO STP Errors
• Edit and upload documentation to NBIN
• Respond to service inquiries promptly
• Initiate escalation protocols for issues
Requirements:
• Degree in Finance or Business Administration tracking
• Proficiency in Microsoft Office applications
• Strong verbal and written communication skills
• Excellent multitasking and organizational skills
• Positive attitude and teamwork-focused
Excel in delivering quality service as our new Account Processing Associate in vibrant Vancouver!
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📌 Account Processing Associate in Vancouver (Toronto)
🏢 Harbourfront Wealth Management
📍 Toronto