Intermediate Representative, Shareholder Services
3 days ago
Overview
About the role
Shareholder Services - Supports professional and management staff by providing large quantities of data related to, among others, financial transactions, account information and transaction processing to be used in responses to more complicated client inquiries on a daily basis.
**Resposibilities**:
Processes moderately complex updates to shareholder accounts.
Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance. Responses are fast, efficient and accurate.
Investigates errors in shareholder accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
Reviews daily open items to ensure proper follow-up and closure. Assists junior colleagues in resolving outstanding issues.
No direct reports.
Provides guidance to less experienced staff.
Responsible for the quality and completion of own work.
**Requirements**:
High school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree preferred.
1-2 years of total work experience preferred.
Experience in financial services preferred.
**Our offer for you**:
Excellent opportunities for training, growth, and professional development
Mentoring and job shadowing programs
A multitude of opportunities to get involved in additional charity projects and engagement groups
Employee Referral Program
**Health Promotion**: Wellbeing and Innovation Centre, Wellbeing programs
Full time contract of employment
Competitive salary
Health & Life Insurance
Private medical care
Pension scheme
**Employer Description**:
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