Account Transition Coordinator

Job Title: Account Transitions Coordinator

Duration: 12 Months

• Temp to perm: possible
• Bilinguisme: English, French is a bonus
• Remote: 4 days a week in office

Required

• Completion of the Canadian Securities Course (CSC) Certification

Nature of the Role and Contribution

The successful candidate reports to the Team Lead, Account Transition Services. The candidate will be responsible for processing and communicating complex transfer requests to ensure that all assets being received are processed within a set service level agreement (SLA). The candidate person will be responsible for managing the Transition experience for Elite Clients including Portfolio Managers and Introducing Brokers.

The candidate must be able to use problem solving techniques to diagnose what occurred, why it occurred, and the steps required to solution. Additionally, they must have ...