Operations Associate - Top 5 Bank

Description :

Transition Coordinator, Account Transitions Coordinator

HYBRID - 3x / week in office in Downtown Toronto

Hours of Operation : Monday-Friday, mornings

25 / HR

Our client is the premier provider of carrying broker, trading and custodial services to Portfolio Managers, Introducing Brokers, and Investment Fund Managers across Canada.

The successful candidate reports to the Team Lead, Account Transition Services. The candidate will be responsible for processing and communicating complex transfer requests to ensure that all assets being received are processed within a set service level agreement (SLA). The candidate person will be responsible for managing the Transition experience for Elite Clients including Portfolio Managers and Introducing Brokers.

The candidate must be able to use problem solving techniques to diagnose what occurred, why it occurred, and the steps required to solution. Additionally, they must have the ability to articulate clearly and confidently, over the phone and during regular touchpoints with Elite Clients or via email.

A successful candidate must understand how they complete their work, ie, attitude, behavior, disposition, and teamwork are just as important as daily production.

Responsibilities

• Meticulous attention to detail when investigating transfers
• Manage Transition mailboxes and initiate or investigate transfers in a timely manner to meet our SLA of 24 hours
• Communicate with our clients when transfers submitted are NIGO (not in good order) and memo accounts with reasons for rejections
• Email or call relinquishing institutions up to 75 times per day to investigate transfer status
• Review rejected transfers and re-submit them in good order
• Process journals (Cash & Securities)
• Interact with clients on an ongoing basis to resolve any outstanding issues related to Account transitioning
• Enhance the client experience by creating efficiencies to exceed expectations, seek process improvements
• Collaborate with various partners to drive digital adoption
• Generate scheduled and ad-hoc reporting for internal and external requirements
• Meet with clients to discuss transfer process and requirements
• Identify initiation, rejection, and asset trends
• Draft and / or update existing user guides as required
• Overtime required during high volume periods
Skills :
• transfers
• ATON, DTC, CDS, IBM, OSS, T80, fundserv

Additional Skills & Qualifications :

À propos de TEKsystems :

Nous sommes partenaires dans la transformation. Nous aidons les clients à activer des idées et des solutions afin de profiter d’un nouveau monde d’opportunités. Nous sommes une équipe solide de 80 000 personnes, nous travaillons avec plus de 6 000 clients, dont 80 % faisant partie du Fortune 500, partout en Amérique du Nord, en Europe et en Asie. En tant que chefs de file de l’industrie des services technologiques complets, des services aux talents et des applications du monde réel, nous travaillons avec des leaders progressistes pour favoriser le changement. C’est le pouvoir d’un vrai partenariat. TEKsystems est une société du groupe Allegis.

About TEKsystems :

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.