Operations Associate - Client Transfers (Ontario)

Operations Associate - Client Transfers (Ontario)

11 Aug
|
Kelly
|
Ontario

11 Aug

Kelly

Ontario

Location: Toronto, ON Hybrid (4 days in office, Fridays work from home)
Contract Duration: August 24, 2026 – February 26, 2027
Hours: Monday to Friday, 8:30 AM – 5:00 PM
About the Opportunity
Our client is seeking a detail-oriented and customer-focused Operations Coordinator to join a cooperative operations team. This role provides day-to-day support in a fast-paced environment focused on managing client transfer activities and maintaining accurate records.
This position offers a supportive team culture, comprehensive training, and the opportunity to gain valuable experience within financial services operations.
What You'll Do
Outbound Communications (Approximately 80%)
Make outbound calls to financial institutions and external stakeholders regarding client transfer activities
Follow up on outstanding requests and obtain status updates
Maintain professional communications and detailed records of all interactions
Ensure activities are completed accurately and within established timelines
Operations & Data Entry (Approximately 20%)
Update and maintain internal systems and databases
Process documentation and track case progress
Complete data entry and administrative tasks with a high degree of accuracy
Support operational workflows and service delivery objectives
Collaborative team of approximately 20 members
Daily team huddles and ongoing support
Full training provided, including a structured onboarding period
Required Qualifications
Must-Have
University degree
1-2 years of operations, administrative, customer service, or related experience
Strong verbal and written communication skills




Previous experience handling phone-based interactions with customers or business contacts
Strong attention to detail and accuracy
Excellent organizational and multitasking abilities
High technical aptitude and ability to learn new systems quickly
Intermediate to advanced Excel skills
Experience working with spreadsheets and data management tools
Ability to meet productivity and performance targets in a high-volume environment
Nice-to-Have
Call center experience
Banking or financial services experience
Experience with ticketing, workflow, or case management systems
Experience with Excel macros
Bilingual in French and English
What We're Looking For
The ideal candidate is:
Professional and confident on the phone
Highly organized and detail-oriented
Comfortable managing multiple priorities simultaneously
A quick learner with strong technical skills
Able to work effectively in a fast-paced environment
Committed to delivering high-quality results and meeting established targets
Use AI for Hiring : Our recruitment process for this role includes the use of AI-based tools to help evaluate candidate qualifications and screen applications.
Why Kelly?
At Kelly®, we’re committed to finding rewarding opportunities that help you thrive—both professionally and personally. We partner with leading organizations across industries, connecting talented individuals to roles that fit their skills, interests, and goals. As part of the Kelly team, you’ll have access to a diverse network, ongoing career support, and resources to help you succeed. We value inclusion, respect, and work-life balance, and we offer competitive pay and benefits. Join us and discover what’s next for your career!

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📌 Operations Associate - Client Transfers (Ontario)
🏢 Kelly
📍 Ontario

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