Client Services Representative - Proficient

Mindlance

TORONTO, ON

$25K a year (estimated)

Full-time

Job Title : Client Services Representative

Location : Toronto, ON

Duration : + Months

Daily Responsibilities :

ESS is a client facing team who manages clients’ inquiries received via email and telephone. Our focus is managing corporate actions, income and proxy inquiries.

As well, we assist our clients and our internal teams with managing special requests and develop solutions to enhance our clients’ experience.

Must have skills :

Excellent written and verbal communication skills.
In-depth understanding of all Entitlement events. Including Voluntary, Mandatory, Income, Maturities, Proxy and Class Action events.
In-depth understanding of technical aspects of SWIFT messaging and taxation as it affects Entitlements.
Must demonstrate an understanding of the risk associated with Entitlements.
Must have basic understanding of both global and local market practices impacting Entitlement events and to be able to articulate these to internal and external clients.
Display an understanding of managing basic difficult client interactions.

Behavioral

Customer Service / Service Partner Orientation
Analytical Thinking
Concern for Order & Quality
Knowledge Transfer
Sense of Urgency
Focus on Accuracy & Detail

Technical

In depth knowledge of Custody and Entitlements
Computer Literacy - Excellent MS Office,
Detailed knowledge of Entitlement processing in CCA, CAPS, Milvus, Trust, G+, FOCUS and BaNCS

22 days ago

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