Service Officer II - 3163

This role will report to the Team Manager of Internal Processing team. The main function of a Service Officer is to process internal transfers between the client's Waterhouse accounts, responsible for processing transactions accurately and on time; Escalate processing issues where necessary to ensure a high level of service is maintained; Serve clients as required – adhere to Service Level Agreements (SLA) and internal service delivery standards; Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients; Identify opportunities to improve service delivery and support process improvement initiatives.

Advantages
Hybrid role 2 to 3 days in office
Work for a top 5 bank in Canada
Possibility of extension and conversion


Responsibilities
•Prioritize and manage own workload to meet SLA requirements for service and productivity
•Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
•Escalate non-standard or high risk transactions or other activities as appropriate
•Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
•Complete investigations – report/escalate risk issues identified or process gaps
•Access systems, know and apply system capabilities, ensure upload/download of information is completed timely and accurately
•Assist in analysis, development, testing, and implementation of operating and process improvements


Qualifications
• Post-Secondary education required/University degree is a must, Business related major is an asset
• Successful completion of the Canadian Securities Course (CSC) is an asset
• Working knowledge of wealth management industry, including product knowledge i.e. different account types and their functionality
• Commitment to client service excellence
• High level of attention to detail required
• Excellent interpersonal skills with the ability to build relationships with the teams and partners.
• Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset.
• Must be highly motivated with excellent organizational and time management skills.
• Exceptional verbal and written communication skills
• Ability to work independently and manage multiple tasks at once
• Ability to accurately document and record customer/client information
• Commitment to client service excellence
Strong below skills are required focus of the profile :
High level of attention to detail required
• Excellent interpersonal skills with the ability to build relationships with the teams and partners.
• Must be highly motivated with excellent organizational and time management skills.
• Exceptional verbal and written communication skills
• Ability to work independently and manage multiple tasks at once
• Ability to accurately document and record customer/client information
• Commitment to client service excellence

MUST HAVE:

Working knowledge of wealth management industry, including product knowledge of account types and their functionality (ideally 1-2 years, operations background, closing an account, opening a savings account, understanding of SLA’s)
Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
Tech Savvy – navigate computer applications freely
Intermediate/Experience Excel skills – navigating excel, spread sheets, copying cells, extracting data from database
Ability to work independently and manage multi tasks at once
Ability to accurately document and record customer/client information
Commitment to client service excellence
Excellent interpersonal skills with the ability to build relationships with the team and partners.
Able to commute 2 to 3 times a week

Summary
If you are interested in the Service Officer role please apply online today!

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.