- 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.