Bilingual Investments Processing Service Associate
Core
Handle complex client service requests and process financial/non-financial transactions (trade acceptance, placement, settlement) for investors via phone/fax/mail.
Role type
Bilingual service associate (investments operations)
Builds
Operational services for investors and advisors
Domain
Financial services / Investments
Deliverable
client delivery
Required skills
Customer service, multitasking, attention to detail, bilingual communication (French/English), policy adherence
Preferred skills
Investments background (Segregated Funds), Microsoft P/C, iFast, AWD
Responsibilities
Handle client service requests at initial point of contact, maintain service levels and quality standards, support other business areas (Call Centre, Distributor Services, Technical Support)
Seniority
Individual Contributor
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