Senior Service Representative - Remote

Overview

The Senior Service Representative provides support and service for the Investment Operations function, ensuring adherence to financial and regulatory controls while delivering accurate and timely processing of transactions.

In Short

• Supports Investment Operations function for business stakeholders.
• Executes and delivers on investment product and service processes.
• Gathers and formats data into reports and dashboards.
• Provides accurate processing of transactions and services.
• Communicates with internal and external stakeholders.
• Analyzes data to provide insights and recommendations.
• Collaborates on the development of new processes and systems.
• Maintains understanding of regulatory requirements.
• Handles escalations and complex tasks.
• Develops tools and training focused on business results.

Requirements

• 2-3 years of relevant experience.
• Post-secondary degree in related field preferred.
• Knowledge of risk and regulatory requirements.
• Strong customer service skills.
• Good PC skills (MS Word, Excel, PowerPoint).
• Analytical and problem-solving skills.
• Good verbal and written communication skills.
• Organization and prioritization skills.
• Collaboration and team skills.
• Specialized knowledge in relevant systems.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives.
• Discretionary bonuses.
• Support for personal and professional growth.
• Inclusive and equitable workplace.
• Tools and resources for career development.
• Opportunities for networking and training.