Client Relations Administrator

We are looking for a detail-oriented Client Relations Administrator to join our team in Toronto, Ontario. This position is within the financial services industry and offers a long-term contract opportunity. The ideal candidate will play a critical role in managing client accounts, handling payments, and ensuring smooth onboarding processes while collaborating within a supportive team environment.

Responsibilities :

• Manage and reconcile recurring and one-time payments, including electronic funds transfers and wire transactions.
• Process cash withdrawals, deposits, and transfer requests with accuracy and efficiency.
• Facilitate the onboarding of new clients and assist with account transitions, such as transferring assets or converting them to cash.
• Utilize software tools, including Microsoft Excel for advanced functions like vlookups, as well as other office applications to streamline operations.
• Collaborate effectively with a team of 4-5 colleagues, ensuring alignment in client service delivery.
• Report directly to the Head of Client Relations while contributing to departmental goals.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Maintain organized records and documentation to ensure compliance and operational efficiency.
• Support the implementation of workflow improvements and contribute to process optimization.
• Ensure adherence to industry regulations and internal policies in all administrative tasks.
• Previous experience in client service or financial operations roles, particularly within the financial services sector.
• Strong understanding of payment processing, client onboarding, and account transfer procedures.
• Proficiency in Excel, including advanced functions like vlookups, and familiarity with other Office tools.
• Excellent communication skills, both written and verbal, to interact professionally with clients and team members.
• Exceptional organizational abilities to manage multiple tasks and deadlines effectively.
• Experience with NBIN systems or financial software is considered an asset.
• Ability to work collaboratively within a team while maintaining a high level of independence.
• Strong attention to detail and commitment to accuracy in all aspects of the role.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. All applicants applying for Canadian job openings must be authorized to work in Canada.

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