Job Title: Trade Service Representative

 
What is the opportunity?

• In this position, you will be accountable for providing high quality client service to an assigned group of fee or non-fee paying clients, through the management of day-to-day account activity, ensuring that client service is a priority when dealing with and responding to day-to-day queries and requests.
• The Trade Service Representative (TSR) ensures a superior level of service is maintained at all times, shares knowledge of pending issues and escalates items where necessary to the line manager or the relevant Client Managers (CM).
• Working in collaboration with Client Managers and other groups within Client Services and Operations, Client Representatives (CRs) promptly resolve queries and assist in the development of solutions to address clients’ needs and or issues.
• In addition, they are accountable for ensuring all risk management and compliance policies are adhered to.

What will you do?

• Resolve Security Trade Settlement queries; liaise with Fund Managers and internal business units
• Provide a high level of client service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with established Service Level Standards. Respond to specific Client/Fund Manager requests received via email, and telephone.
• Resolve and investigate all responses to queries, researching further information as appropriate and dealing directly with the client using a consultative partnership approach.
• Anticipate issues and proactively work to address concerns before they escalate and ensure all issues are logged on the internal query tracking tools for proper resolution.
• Advise Manager of all significant issues, suggest resolution where possible and escalate to the CSM as appropriate.
• Ensure all queries raised by Fund Managers, Clients and operational areas are responded to within time frames.

What do you need to succeed?
Must-have

• University degree in business administration, finance or equivalent
• Minimum of three years’ experience in Financial services industry (Global Custody/Investment Management/Fund
• Administration/Transfer Agency, or other relevant Financial Services experience)
• Strong verbal and written communication skills

Nice-to-have

• Familiarity with Investor & Treasury Services systems & platforms
• Recognized financial industry qualifications (i.e. Canadian securities course or IFIC)
• Experience in client management / securities trade operations / securities settlement operations roles

What’s in it for you?

• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
• Excellent exposure to communicate with various business partners and stakeholders in Investor & Treasury Services and within other platforms as appropriate
• Opportunity to obtain hands-on experience throughout your role
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities