Service Officer
On behalf of our client in the Banking Sector, PROCOM is looking for a Service Officer.
Service Officer – Job Description
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
Service Officer – Mandatory Skills
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 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
High level of attention to detail required
Excellent interpersonal skills with the ability to build relationships with 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
Post-Secondary education required/University degree is preferred
Working knowledge of wealth management industry, including product knowledge of account types and their functionality
Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
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
Previous financial/banking experience
High school education required with 1-3 years' experience
Post - secondary preferred (accounting, and business-related field)
2-4 years of related experience
Service Officer - Nice to Have Skills
Successful completion of the Canadian Securities Course (CSC) is an asset
Creating Macros, experience with VBA
Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset
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
Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset
Business related major is an asset
Service Officer - Assignment Start Date
ASAP – 9 months to start
Service Officer - Assignment Location
Toronto, ON – Work Hybrid
Wealth Operations Officer • Toronto, Ontario, Canada
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