Robert Half
Location: Toronto, ON
Job Description: We are offering a contract to hire employment opportunity for a financial services, banking analyst based in Toronto, Ontario. We are seeking an individual with exceptional coordination and customer service skills to join our team. The role will primarily involve maintaining relationships with clients, ensuring high-quality service, and acting as a liaison with various operational areas. This role falls within the financial brokerage industry and will require a strong understanding of brokerage administration support.Responsibilities:
- Building and maintaining strong relationships with clients by coordinating efforts with various internal departments.
- Ensuring high levels of customer service by keeping clients informed of new developments, products, and services relevant to their business needs.
- Providing prompt and thorough resolution to client issues and recommending improvements in policies and procedures to improve service delivery.
- Reviewing and approving administrative items such as bank transfers, deregistrations, foreign exchanges, and internal account transfers on a daily basis.
- Acting as a liaison with various operational areas to ensure tasks are completed in a proactive and timely manner.
- Coordinating regular meetings with clients, documenting ongoing service and operational issues, and investigating and resolving these issues.
- Guiding clients on policies, procedures, and training that directly impact their businesses.
- Providing process improvement recommendations to enhance the overall business relationship with clients.
- Representing the organization professionally at client meetings and business functions.
- Maintaining client credit records and processing customer credit applications accurately and efficiently.
- Demonstrated experience in Customer Service and Training
- Proficiency in Procedures, Policy, and Quality Review
- Familiarity with Human Resources (HR) Administration and Workstation Support
- Strong Phone Presence and written communication skills
- Proficiency in English Language is essential
- Experience in Liaison roles and understanding of Practices in a corporate setting
- Proficiency in Microsoft Office Suites and Process Improvement
- Knowledge of Fund Administration and Securities trading
- Strong Interpersonal Skills and ability to perform Cost Analysis
- Ability to coordinate multiple tasks and projects
- Experience with Brokerage systems and Internal Departments
- Ability to create and maintain Handbook and Templates
- Ability to review and improve current practices and procedures.
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. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.Questions? Call your local office at 1.888.490.3195. All applicants applying for Canadian job openings must be authorized to work in Canada.Only job postings for jobs located in Quebec appear in French.© 2024 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.Robert HalfRobert Half est la première et la plus grande firme de solutions de gestion des talents spécialisées au monde, qui met en relation des chercheurs d’emploi hautement qualifiés avec des opportunités au sein de grandes entreprises. Nous offrons…
Company Name: Robert Half
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