Intermediate Representative, Investor Services
6 days ago
Position summary:
Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliationsand accounting services, and updates to client accounts in a timely manner.
Primary responsibilities:
- Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions. Investigates and corrects errors in client accounts.
- Conducts independent analysis and policy interpretation.
- Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.
- Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
- Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
- Accurately opens and updates accounts or company records. Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.
- Provides product knowledge, market nuances and requirements and technical assistance, as necessary.
- May review and check work of other Client Processing Support staff and help resolve escalated issues.
- No direct reports; provides guidance to less experienced Client Processing Support staff, as needed.
- Responsible for the quality and completion of own work.
**Education**:
- High school/secondary school or the equivalent combination of education and experience is required; bachelor’s degree 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
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