Our client, a leading financial institution in Downtown Toronto, is looking for a Client Services Representative to assist others in the team during high-volume periods and staff shortages. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.
Typical Day in the role:
- Efficient and accurate processing of client trades including repair, validation and manual input
- Effective 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 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 Skills:
- Experience in financial services industry
- Experience with macros and VBA development
- Certified designations such as CPA, CFA, LSS Black Belt, etc.
Soft Skills Required:
- 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
Education:
- Highest Education
FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $25/hr -$35/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.
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📌 Client Services Representative (Toronto)
🏢 Finance Professionals
📍 Toronto
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