Jr. Payment Analyst - toronto

Jr. Payment Analyst - toronto

03 Aug
|
Insight Global
|
Toronto

03 Aug

Insight Global

Toronto

Responsibilities:

- Working with investment advisors to support and facilitate client transfers from other financial institutions (not a client-facing role).

- Open and set up client accounts (NOT CLIENT FACING)

- Follow up on transfers

- Additional tasks include, policy review, escalation management

- Primary focus on opening client accounts and transfers

Must Have Requirements:

- 2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations)

- Proficient in Microsoft Excel and Word

- Savvy with technology and data

- Experience in escalations and policy review

Nice to Have:

- Motivated to learn

- Interest in learning platforms

- Previous customer service experience

- Bilingual - French & English

Education:

- Post-Secondary

📌 Jr. Payment Analyst - toronto
🏢 Insight Global
📍 Toronto

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: jr. payment analyst - toronto / toronto

Subscribe to this job alert:

Get the latest job offers by email for: jr. payment analyst - toronto / toronto