Join Collabera as a detail-oriented Account Transfer Associate, processing client transfer requests with accuracy. Work in a dynamic workplace while providing exceptional customer service and support.
This role emphasizes managing 60–70 pending account transfers daily. You will communicate with external financial institutions to resolve issues and maintain timely updates, while keeping meticulous records. Strong communication and organizational skills are essential for navigating multiple priorities and deadlines effectively.
Key Responsibilities:
• Review and process 60–70 account transfer requests daily
• Engage with external institutions via phone and email
• Ensure timely and accurate completion of transfers
• Maintain detailed records of all communications
• Collaborate with internal teams on escalated issues
Requirements:
• Bachelor's degree or 2+ years of relevant experience
• Strong verbal and written communication skills
• Proven ability to manage multiple priorities
• Excellent organizational skills and attention to detail
• Proficient with Microsoft Office Suite
Enhance your skills in handling account transfers at Collabera and support clients effectively.
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📌 Account Transfer Associate at Collabera (Mississauga)
🏢 Collabera
📍 Mississauga
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