Client Services Representative - Proficient (Toronto)

Client Services Representative - Proficient (Toronto)

12 Sep
|
Mindlance
|
Toronto

12 Sep

Mindlance

Toronto

Title: Client Services Representative

Location: Toronto, ON (Onsite)

Duration: 12 + Months

Key responsibilities:

- Efficient and accurate processing of client trades including repair, validation and manual input

- Efficient and accurate processing of client cancellations/corrections

- Leverage your technical skills to optimize and automate operating procedures that ensure the accuracy, timeliness and completeness of all processes

- Contributes to environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the department

- Follows preset procedures are ensuring compliance with applicable regulatory requirements as well as corporate audit and risk management requirements.

- Contributes to satisfactory results in all internal & external audits

- Display work ethics that fosters team spirit and a respectable workplace

- Assist others in the team during high volume periods and staff shortage

- Collaborate with management decisions and discretions that are required to mitigate risks

- Ensure sufficient cross-training plans are in place and achieved for sufficient coverage during unexpected FTE shortage within and outside the team.

- Knowledge and “client exception” sharing to ensure proper coverage at all times

- Support and adopt to new initiatives





Must have Skills:

- 2-4 years of relevant work experience

- Solid knowledge of Trade Processing principles

- Very strong computer skills, including Microsoft Office applications (MS Word/Excel/ PowerPoint / Power BI)

- Excellent communications skills, both verbal and written

- Analytical and detail-oriented qualities

- Ability to work under pressure and meet very strict deadlines

- Ability to multi-task and ensure accuracy/efficiency

Nice to have:

- Experience in financial services industry

- Experience with macros and VBA development

- Certified designations such as CPA, CFA, LSS Black Belt, etc.

Soft Skills:

- Very strong computer skills

- Excellent communications skills, both verbal and written

- Analytical and detail-oriented qualities

- Ability to work under pressure and meet very strict deadlines

- Ability to multi-task and ensure accuracy/efficiency

Mindlance is an equal prospect employer. We are committed to inclusive, equitable, barrier-free recruitment and selection processes, and work environment in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). We will be happy to work with applicants requesting accommodation at any stage of the hiring process. “We use AI in our Hiring processes”

📌 Client Services Representative - Proficient (Toronto)
🏢 Mindlance
📍 Toronto

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