Senior Service Representative

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Robertson is seeking a skilled Senior Service Representative to join our client.
Contract Dates: 10 months
Pay Range: TBD
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Process and/or fulfill transactions, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis
• Resolve discrepancies that include occasional non-routine situations in accordance with standard procedures
• Record and verify data for fulfillment and/or further handling
• Communicate with internal business partners and external customers to respond to standard and occasionally non-standard and/or non-routine inquiries according to guidelines. Follow-up with other business units to ensure issues are resolved
• Perform administrative tasks such as distributing/ collecting documentation and information to or from other internal departments or institutions, archiving historical documentation, assisting in the preparation of management reports, reconciling activities on a daily, weekly or monthly basis
• Resolve escalated work or issues from more junior staff, as appropriate
• Provide input into the continuous improvement of business processes and procedures within the scope of the work team and participate in testing and implementation of projects and new/ revised products/ services or processes
• Provide on-the-job assistance and training to others, as requested

Experience & Qualification Requirements:

• Data entry experience but may also consider fresh graduates
• Fluent in English and Excellent communication skills
• Fast learner; strong attention to detail
• Being able to work in a fast-paced environment
• Strong computer skills
• Excellent telephone etiquette
• Strong customer service skills

Personal Attributes:

• Good investigation, prioritization. organizational skills
• Team player
• Shows initiative
• Enthusiastic, motivated individual
• Strong problem-solving capabilities

• Process and/or fulfill transactions, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis
• Resolve discrepancies that include occasional non-routine situations in accordance with standard procedures
• Record and verify data for fulfillment and/or further handling
• Communicate with internal business partners and external customers to respond to standard and occasionally non-standard and/or non-routine inquiries according to guidelines. Follow-up with other business units to ensure issues are resolved
• Perform administrative tasks such as distributing/ collecting documentation and information to or from other internal departments or institutions, archiving historical documentation, assisting in the preparation of management reports, reconciling activities on a daily, weekly or monthly basis
• Resolve escalated work or issues from more junior staff, as appropriate
• Provide input into the continuous improvement of business processes and procedures within the scope of the work team and participate in testing and implementation of projects and new/ revised products/ services or processes
• Provide on-the-job assistance and training to others, as requeste