Senior Service Representative

Robertson & Company

Job title: Senior Service Representative

Company: Robertson & Company


Job description: Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.Introduction: Robertson is seeking a skilled Senior Service Representative to join our client.Contract Dates: 10 months
Pay Range: TBD
Business Hours: Monday to Friday (Hybrid)Job Responsibilities:

  • Process and/or fulfill transactions, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis
  • Resolve discrepancies that include occasional non-routine situations in accordance with standard procedures
  • Record and verify data for fulfillment and/or further handling
  • Communicate with internal business partners and external customers to respond to standard and occasionally non-standard and/or non-routine inquiries according to guidelines. Follow-up with other business units to ensure issues are resolved
  • Perform administrative tasks such as distributing/ collecting documentation and information to or from other internal departments or institutions, archiving historical documentation, assisting in the preparation of management reports, reconciling activities on a daily, weekly or monthly basis
  • Resolve escalated work or issues from more junior staff, as appropriate
  • Provide input into the continuous improvement of business processes and procedures within the scope of the work team and participate in testing and implementation of projects and new/ revised products/ services or processes
  • Provide on-the-job assistance and training to others, as requested

Experience & Qualification Requirements:

  • Data entry experience but may also consider fresh graduates
  • Fluent in English and Excellent communication skills
  • Fast learner; strong attention to detail
  • Being able to work in a fast-paced environment
  • Strong computer skills
  • Excellent telephone etiquette
  • Strong customer service skills

Personal Attributes:

  • Good investigation, prioritization. organizational skills
  • Team player
  • Shows initiative
  • Enthusiastic, motivated individual
  • Strong problem-solving capabilities

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

Expected salary:

Location: Mississauga, ON

Job date: Thu, 07 Nov 2024 08:11:07 GMT

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