Customer Service Representative, Wealth Department (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Accounting Job Number: 65207

Our client, one of the five leading Canadian banks, is looking for a Customer Service Representative, Wealth Department to join their Toronto team for a 6 month contract!

Opportunity Number: #65207
Location: 77 Bloor Street West
Pay Rate: $17.34/hr (Paid Weekly)
Contract Duration: 6 months
Hours of Work: Monday to Friday; 9:00am to 5:00pm

Must have good credit history and clear criminal record

Job Summary:

The candidate is responsible for the timely and accurate processing of transactions. This encompasses both financial and non-financial activities not limited to new account openings, account administration and maintenance, account transfers, and trade processing for dealers/brokers both internal and external to the bank.

Job responsibilities:

  • Most of the work will be focused on receiving inbound phone call 
  • Process transactions accurately and on time
  • Escalate processing issues where necessary to ensure a high level of service is maintained
  • Serve clients as required – adhere to Service Level Agreements (SLA) and internal service delivery standards
  • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients
  • Identify opportunities to improve service delivery and support process improvement initiatives
  • Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment
  • Support the team by continuously developing knowledge in own area
  • Participate in performance management and development activities
  • Ensure adherence to all HR policies, other Bank, and Industry Codes of Conduct
  • Keep others informed and up-to-date about the status/progress of projects and all relevant or useful information related to day to day activities
  • 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

Job Requirements:

  • Must be motivated, a quick learner, and up to a challenge
  • Possess excellent communication ability and be able to talk to all levels of stakeholders
  • Strong time management skill and able to see task to completion
  • Previous banking experience (ideally in brokerage) an asset
  • Proficiency with Primebase, SMS, Electronic Imaging Services (EIS), and MS Office an asset
  • Working knowledge of mutual fund industry, including product knowledge of account types and their functionality
  • Completion of the CSC an asset
  • Bilingual (French/English) an asset

To Apply:

Please click Apply Online or submit your resume by email to:

View all our job postings at

Accommodations are available upon request to support your participation during all stages of the recruitment process.

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.