Custody Services Specialist -Bilingual and Unilingual roles available

Toronto (ON) Both (on-site & remote)
Opportunity Number: 2067672
Financial Services & InsuranceCustomer Service
LanguageSecurity Clearance
Fluent French and EnglishNot required
Start PeriodDate Posted
ASAPTuesday, November 30, 2021
Job Description

Our notable client in the financial sector is seeking to add both bilingual and unilingual (English/French/Both) candidates to their amazing team! As a specialist in custody services, you will provide professional client service, account oversight and risk management to an assigned group of institutional clients or investment managers. Additionally, you will work closely with the offshore cash and trade processing team to provide assistance where needed and to ensure the timely processing of cash and trade related activity. If you have at least of year of background working in finance OR have related college or university degree, and have strong customer service skills, this is an excellent role for you! Apply now!

Roles and Responsibilities

  • Ensure professional service is delivered to Clients and Investment Managers
  • Research and resolve Client and Investment Manager inquiries
  • Maintain strong working relationships with Clients, Investment Managers, the offshore teams and internal staff to resolve client problems
  • Partake in ongoing company initiatives/programs that promote client interaction
  • Recognize upsell/cross-sell opportunities for Clients and Investment Managers, and inform unit supervisor
  • Cross train on all team accounts and act as back-up to team members where required
  • Ensure large overdraft and idle cash balances are appropriately reported daily, by closely monitoring all activities on assigned accounts.
  • Develop knowledge/good understanding of all custody products.
  • Take appropriate action to ensure timely market settlement of all cash and securities transactions to reduce market exposure
  • Obtain training/remain current with all new system enhancements or procedural changes due to market or internal changes.
  • Ensure compliance with all regulatory requirements, corporate, and company policies and procedures
  • Validate Client and Investment Manager authorized signatures on all cash and securities instructions when processing
  • Ensure that all Client and Investment Manager cash and securities instructions are complete when assisting with cash and securities processing
  • Maintain database, Client and Investment Manager account procedures, authorized signature lists, other critical documents for an assigned group of accounts
  • Make suggestions for the automation and streamlining of processes within the team.
  • Actively participate in team meetings and committees

Qualifications and Experience
  • Community College or University degree
  • Approximately 1 year of industry related experience
  • Canadian Securities Course (CSC) is an asset
  • A good understanding of domestic and global markets
  • Good understanding of Excel and Word, and other computer skills
  • The ability to meet strict deadlines
  • Demonstrated Client Service skills
  • Good organizational skills, with attention to detail
Nice to have:

  • Bilingual in French

Education and Certifications

Minimum education required: College Diploma

We’re an equal opportunities employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.
Merci de l’intérêt que vous manifestez pour ce poste. La description du poste nous a été fournie en anglais par notre client. Si vous souhaitez passer l’entrevue avec nous en français ou fournir votre CV en français, nous vous confierons à une personne de notre équipe qui parle français.

Opportunity Number: 2067672

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