Operations Service Specialist – Estates and Trusts
Canada
Full Time
2 weeks ago
Visa Sponsorship
About this role
Role Overview
Act as a central point of contact and relationship manager to the Front Office and internal business partners as it pertains to Operations matters.
Point of escalation for service quality and problem resolution, operational inquiries, and issues / opportunities management.
Liaise with the various operations’ processing centres-of-excellence to research and investigate inquiries and issues, resolve concerns and champion business and other internal partner requests to ensure a seamless operations service experience.
Champions service quality awareness and continuous improvement of all Operational matters for our partners
Subject Matter Expert for service escalation and problem resolution.
Uses extensive procedural knowledge and technical expertise of group functions for resolution, understanding full impact of the end-to-end process of Canadian Operations
Researches inquiries, issues and concerns to obtain status updates, answers and solutions providing seamless service to our business and internal partners.
Requirements
4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of job-related experience
1+ year prior securities, banking, technology and/or job specific related industry experience
Exceptional relationship management and analytical skills
Ability to communicate and partner effectively with Front Office professionals (Investment Counsellors, Portfolio Managers, etc.) to research and resolve operations’ related matters.
Comfortable with working independently and adhering to committed deliverables in a fast-paced, dynamic work environment.
Ability to present information and data in a structured manner to stakeholders of varying seniority levels across the organization.
Benefits
A comprehensive Total Rewards Program including great benefits, annual incentive program and recognition
Leaders who support your development
A dynamic, collaborative, and high-performing team
Work-life integration
Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement