Service Officer II

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: Prime Hires is seeking a skilled Service Officer to join our client.
Contract Dates: 4 months with potential to extend or convert
Pay Rate: $22 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Prioritize and manage own workload to meet SLA requirements for service and productivity
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
• Escalate non-standard or high-risk transactions or other activities as appropriate
• Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Complete investigations - report/escalate risk issues identified or process gaps
• Access systems, know and apply system capabilities, ensure upload/download of information is completed timely and accurately
• Assist in analysis, development, testing, and implementation of operating and process improvements

Experience & Qualification Requirements:

• Working knowledge of wealth management industry, including product knowledge of account types and their functionality (ideally 1-2 years, operations background, closing an account, opening a savings account, understanding of SLAs)
• Tech Savvy - navigate computer applications freely
• Intermediate/Experience Excel skills - navigating excel, spread sheets, copying cells, extracting data from database
• Ability to work independently and manage multi-task
• Ability to accurately document and record customer/client information
• Commitment to client service excellence
• Able to commute 2-3 days a week onsite
• Knowledge of ISM/Baycom/CIF/EATS/EIS/Microsoft Office/Transfer process will be an asset

Personal Attributes:

• Excellent verbal and written communication skills, attention to detail, and excellent interpersonal skills
• Excellent organizational, follow-up, analytical and problem-solving skills
• Excellent interpersonal skills with the ability to build relationships with the team and partners

• Prioritize and manage own workload to meet SLA requirements for service and productivity
• Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
• Escalate non-standard or high-risk transactions or other activities as appropriate
• Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Complete investigations - report/escalate risk issues identified or process gaps
• Access systems, know and apply system capabilities, ensure upload/download of information is completed timely and accurately
• Assist in analysis, development, testing, and implementation of operating and process improvement