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
At Maple Leaf Sports & Entertainment Partnership (MLSE), we exist to deliver the ultimate fan experience by lifting trophies, spirits, and communities – united as one.We are a team of passionate pe... Show more
A leading wealth management organization in Toronto is seeking a Complex Account & Estate Service Specialist to support investment advisors.The role involves acting as a central contact for complex... Show more
Position Overview The Fundraising & Development Officer plays a vital role in advancing the Daughters for Life Foundation’s mission to empower young women from the Middle East through access to... Show more
Since 1983, Campfire Circle has delivered healing through happiness to thousands of kids with cancer or serious illness and their families across Ontario.Our programs are offered in paediatric hosp... Show more
A leading wealth management organization in Toronto is seeking a Supervisor, Transfers to lead its Operations team.This role involves overseeing the Transfers Team, managing operations, coaching st... Show more
Position Overview The Fundraising & Development Officer plays a vital role in advancing the Daughters for Life Foundation’s mission to empower young women from the Middle East through access to qua... Show more
Department: Marketing & Philanthropy.Reports To: Director of Fundraising & Philanthropy.Location: Scarborough, ON (Hybrid).Duration: 6–16 Weeks (Full-Time).Status: Canada Summer Jobs Contract.About... Show more
A leading financial advisory firm in Toronto is seeking a disciplined individual to provide administrative support.Responsibilities include processing client trades, maintaining accurate client fil... Show more
Dobias International | Remote — North America | Full-Time.Dobias Natural Healing is a mission-driven company built around one simple belief — that dogs live longer, healthier, happier lives when th... Show more
Supports wealth operations, executes transactions, monitors workflow, and ensures service level agreements are met. Show more
An international development organization is seeking an experienced Major Gifts Officer to strengthen donor relationships for fundraising.The ideal candidate will have significant experience in maj... Show more
On behalf of our client, a growing independent wealth management and financial planning firm based in Toronto, we are looking for a.This is an exciting opportunity for someone who enjoys being the ... Show more
A charitable organization in Toronto seeks a skilled fundraising professional to join their committed team.Responsibilities include setting and meeting major gift targets, cultivating donor relatio... Show more
Operations Officer II (Contract).Banking/Insurance – Claims Litigation & Vendor Management.Our banking client is seeking an.Claims Litigation & Vendor Management.You’ll be part of a small, collabor... Show more
SGGG Fund Services is Canada’s largest independent administrator of alternative funds with over $120 billion (CAD) under administration.Using Diamond, our proprietary fund administration software, ... Show more
Tata Consultancy Services (TCS) is an equal opportunity employer and embraces diversity in race, nationality, ethnicity, gender, age, physical ability, neurodiversity, and sexual orientation, to cr... Show more
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more
About Optimize Wealth Management.Optimize Wealth Management is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals.We offer personalized financial s... Show more
PrimeCrew Solutions is a leading staffing and recruitment firm dedicated to connecting professionals with opportunities across various industries.Committed to excellence, PrimeCrew Solutions provid... Show more
Lynch & Associates is a boutique forensic accounting firm specializing in Personal Injury Litigation Support (Economic Loss Quantification, Accident Benefit Quantification etc.Fraud Examinations, a... Show more
