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 Service Representative to join our client.
Contract Dates: 6 months
Pay Rate: $21.61 per hour
Business Hours: Monday to Friday (Onsite)

Job Responsibilities:

• This role will focus on the mailing aspect of record keeping and administration.
• Receive client transfers and mail them out appropriately.
• Manage the return mail volumes as they come in.
• Invalidate the address in the system.
• Store processed items for record keeping.
• Check processing involving reconciling values in the system and then sending them out.
• Ensure that correct documentation is being completed for each task
• Verification of data in reports versus source systems to ensure quality.

Experience & Qualification Requirements:

• Previous experience with Microsoft Suite
• Office, Teams, Excel
• Good organizational and communication skills

Personal Attributes:

• Detail oriented and strong analytical skills
• Collaboration and teamwork
• Strong communication skills

• This role will focus on the mailing aspect of record keeping and administration.
• Receive client transfers and mail them out appropriately.
• Manage the return mail volumes as they come in.
• Invalidate the address in the system.
• Store processed items for record keeping.
• Check processing involving reconciling values in the system and then sending them out.
• Ensure that correct documentation is being completed for each task
• Verification of data in reports versus source systems to ensure quality