Title: Service Representative
Duration: 6 months
Location: Toronto, ON
Schedule: 9-5 EST (Hybrid – two to three days in office - Monday & Tuesday, 2nd week Monday, Tuesday, Friday)
 
Job Description:
The Associate supports banking operations activities related to client account openings, transfers, policy review, and escalation management within a financial institution environment.

Roles and Responsibilities:

• Support and facilitate client transfers for advisors moving financial institutions.
• Open and set up client accounts.
• Follow up on transfers.
• Review policies and manage escalations.
• Primary focus on opening client accounts and transfers.

Must-Haves:

• Post-Secondary Education.
• 2-3+ years previous banking operations experience; involved in account openings and transfers.
• Proficient in Microsoft Excel and Word.
• Savvy with technology and data.
• Experience in escalations and policy review.

Soft Skills:

• Motivated to learn.
• Interest in learning platforms.
• Previous customer service experience.

Nice-To-Have:

• Bilingual - French & English.

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 23.21/hr.