Client liaison Jobs in Etobicoke, ON

Founded in Montreal in 1846, Laurentian Bank is committed to serving its customers and fostering deep relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market opportunity and has an edge, while harnessing the power of partnerships and collaboration.

This role sits within Laurentian Bank.

The incumbent is responsible for the daily administration and processing of financial products, in accordance with Laurentian Bank's standards, policies, and procedures. The incumbent is also responsible for maintaining and updating reports, and answering internal clients' inquiries regarding the products administered within the department, while providing a consistent level of superior customer service.

Responsibilities

• Analyzes, documents, and accurately executes routine self-directed mutual fund transactions using various computer systems, within set parameters and timelines.
• Prioritizes and schedules transaction processing, working within the accepted industry and department established time frames.
• Administers and processes product specific financial or non-financial transactions, according to Laurentian Bank's standards, policies, and procedures.
• Researches and answers inquiries from internal business partners, such as Customer Service, regarding products and processing issues.
• Maintains good working relationships with internal and external clients.
• Escalates and makes recommendations to the appropriate authority about any inquiries or issues that are beyond their scope.
• Verifies own work in the department for accuracy, clarity, and completeness, and ensures compliance with internal and external audit and regulatory requirements.
• Completes daily workload within strict timeframes set by Laurentian Bank and addresses any issues with the supervisor.
• Participates in department meetings and contributes to the planning process of achieving departmental and personal goals, as well as communicates any problems or concerns.
• Submits recommendations to improve work processes to the supervisor.
• Keeps abreast of legislation, policies, and procedures, which relate to products and services.
• Participates in special projects and carries out any other similar or general task at the request of their superior or that may be required by their function.

Qualifications

• Post-secondary degree or diploma in Business or in a related field or to 2 to 3 years of work experience related to administration or processing within a financial institution is required for the role.
• Excellent analytical skills to perform investigative work due to escalated issues.
• Completion of Investment Funds of Canada (IFIC) or Canadian Securities Course (CSC) is preferred.
• Knowledge of mutual funds, self-directed products, securities, and lending products.
• Excellent attention to detail and accuracy.
• 35 to 40 words per minute typing/keyboarding speed; accuracy is essential
• Must possess intermediate to advanced skills in MS Excel. Computer literacy in Microsoft Office (Word, Excel and PowerPoint) and Outlook a must.
• Familiarity with using large and complex financial database systems; ability to learn inquiry functions in back office processing systems.
• Good interpersonal and communications skills, both verbal and written.
• Excellent customer service skills with the ability to communicate information effectively.
• Able to work in a high volume environment with extremely demanding time frames.
• Strong organizational, time-management and multitasking skills.
• Highly motivated with a desire to succeed and progress.
• Ability to work effectively with others as part of a team.
• Familiarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.
• Bilingual (French/English) verbal and written communication skills are mandatory.*

*Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.