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Job Description
What is the opportunity?
In this position, you will be accountable for providing high quality client service to an assigned group of Investment Managers, through the management of day-to-day account activity, ensuring that client service is a priority when dealing with and responding to day-to-day queries and requests. You will ensure a superior level of service is maintained at all times, share knowledge of pending issues and escalates items where necessary to the line manager or the relevant Client Managers (CM). Working in collaboration with Client Managers and other groups within Client Services and Operations, you will promptly resolve queries and assist in the development of solutions to address clients' needs and or issues. In addition, you will be accountable for ensuring all risk management and compliance policies are adhered to.
What will you do?
- Resolve Security Trade Settlement queries; liaise with Investment Managers and internal business units
- Provide a high level of client service by responding promptly and accurately to daily queries from In and requests from Investment Managers regarding the trade activity of accounts managed, in accordance with established Service Level Standards. Respond to requests received via email and telephone.
- Resolve and or investigate all responses to queries, researching further information as appropriate and dealing directly with the Investment manager using a consultative partnership approach.
- Anticipate issues and proactively work to address concerns before they escalate and ensure all issues are logged on the internal query tracking tools for proper resolution.
- Advise Manager of all significant issues in a timely manner, suggest resolution where possible and escalate to the Client Manager as appropriate.
- Ensure all queries raised by Investment Managers, and operational areas are responded to within time frames.
- Responsible to handle confidential and time sensitive material
- Anticipate issues and proactively work to address concerns before they escalate.
- Ensure that up-to-date desk operating procedures are maintained and accessible to team members and specific daily administrative procedures are clearly documented.
- Distribute daily trade, transactional, and client reporting, cognizant of organizational standards and client privacy.
What do you need to succeed?
Must-have
- University degree in business administration, finance or equivalent
- Minimum of three years' experience in Financial services industry (Global Custody/Investment Management/Fund Administration/Transfer Agency, or other relevant Financial Services experience)
- Experience with Security Trade Settlement
- Experience in client service roles in Financial Sector
Nice-to-have
- Familiarity with Investor Services systems & platforms
- Recognized financial industry qualifications (i.e. Canadian securities course or IFIC)
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within the bank
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
Job Skills
Account Administration, Active Learning, Adaptability, Administrative Procedures, Canadian Securities, Client Relationship Management, Client Reporting, Communication, Customer Service, Detail-Oriented, Finance Industry, Financial Products, Financial Services Industry, Global Custody, Group Problem Solving, Interpersonal Relationship Management, Investment Management, Investments, Problem Resolution, Product Services, Researching, Standard Operating Procedure (SOP), Teamwork, Trade Services, Trade SettlementAdditional Job Details
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