Overview

Dynamic Funds Associate, Client Administration Full Time in Toronto, ON

Dynamic Funds

Branch Toronto ON CA

Position:
Associate, Client Administration
Location:
Toronto, ON

Process financial & non-financial mutual fund transactions; Good call efficiency while maintaining quality customer service;…

A Wealth of Opportunity awaits you at Dynamic Funds As the successful candidate you will have the opportunity to…
• Report directly to Assistant Manager, Client Administration;
• Provide excellent service to clients by researching and resolving trading requests. Key Responsibilities:
• Process financial & non-financial mutual fund transactions;
• Responsible for the quality control of team tasks as required;
• Maintain a high level of service to our clients by ensuring that we ensure we process the client’s needs accurately and efficiently;
• Sort, scan, index incoming mail;
• Place outbound calls to resolve NIGO items;
• Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication;
• Investigate and track system issues and develop workarounds/solutions;
• Work with Assistant Manager to define and enhance procedures;
• Work with Assistant Manager to ensure all team members are fully cross-trained;
• Work with team to provide proactive solutions to problems and potential issues;
• Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement;
• Participate in special projects/assignments; perform other duties as required. Skills and Experience:
• Good call efficiency while maintaining quality customer service;
• Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
• Minimum 2 to 3 years experience in customer service or backoffice environment;
• Good product knowledge (funds, account characteristics, industry knowledge);
• Strong problem-solving skills;
• Strong attention to detail;
• Good verbal & written communication skills;
• Ability to prioritize & organize incoming work;
• Excellent time management skills;
• Ability to work in a fast-paced, constantly changing environment;
• Ability to multi-task;
• Ability to meet and maintain specified minimum productivity and quality standards. Dynamic Funds is an affiliate of Scotiabank. Addressing your financial needs as well as your overall health and well-being are top priorities at the Scotiabank Group. We are committed to offering a competitive Total Rewards package.

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Toronto, ON, CA
Posted on: 2015-08-01
Posted by: