Job title: Transitions Coordinator
Duration: 6 Months
Location: Toronto, Ontario (Hybrid)
Description:
Responsibilities
• Meticulous attention to detail when investigating transfers
• Manage Transition mailboxes and initiate or investigate transfers in a timely manner to meet our SLA of 24 hours
• Communicate with our clients when transfers submitted are NIGO (not in good order) and memo accounts with reasons for rejections
• Email or call relinquishing institutions up to 75 times per day to investigate transfer status
• Review rejected transfers and re-submit them in good order
• Process journals (Cash & Securities)
• Interact with clients on an ongoing basis to resolve any outstanding issues related to Account transitioning
• Enhance the client experience by creating efficiencies to exceed expectations, seek process improvements
• Collaborate with various partners to drive digital adoption
• Generate scheduled and ad-hoc reporting for internal and external requirements
• Meet with clients to discuss transfer process and requirements
• Identify initiation, rejection, and asset trends
• Draft and/or update existing user guides as required
• Overtime required during high volume periods
Behaviors:
• Proactiveness in taking charge of challenges impacting the team
• Passionate about delivering exceptional client experience
• Be a change agent for culture, technology, and methodology
• Challenge the existing process
• A team player, who identifies personal success and team success
• Identify opportunities to improve the client and employee experience
• Self starter requiring limited supervision that acts as a resource to colleagues within the organization
Qualifications
• Post secondary education with 2-3 years relevant experience
• Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint)
• Excellent verbal and written communication skills
• Prior experience with the following systems: IBM-OSS & AS400 CDS/ARROW and FUNDSERV would be an asset
• Strong organizational skills with the ability to manage multiple priorities in a growth environment
• Proven ability to work effectively as a team member
• Attention to detail and communicate a clear understanding and sense of urgency
• Excellent communication and interpersonal skills
Nice to have
• Bi-Lingual (French)
• Completion of the Canadian Securities Course (CSC) Certification
Thanks a lot for your time. Look forward to talking to you soon.
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