- 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 transfersMust Have Requirements:2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations)Proficient in Microsoft Excel and WordSavvy with technology and dataExperience in escalations and policy review#J-18808-Ljbffr
📌 Analyst Role In High Value Payments (Winnipeg)
🏢 Insight Global
📍 Winnipeg
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