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Customer Service Representative – Dealer Operations

Procom Consultants Group Ltd

This is a Contract position in Vancouver, BC posted August 4, 2022.

Customer Service Representative
– Dealer Operations: Procom KW is seeking a Customer Service Representative
– Dealer Operations for a contract role with one our clients in the financial sector.

Customer Service Representative
– Dealer Operations Job Details: As a Customer Service Representative
– Dealer Operations, you will complete financial and non-financial transactions daily in addition to providing support to the advisors.

Also, you will be responsible for ensuring transfers, trades, and all other nominee along with client name related tasks are completed accurately and within service standards.

Customer Service Representative
– Dealer Operations Responsibilities: Handle advisor and client calls for Nominee Name or Client Name platform Process transactions, including financial trades and transfer requests within service standards Communicate with peers and fund companies via phone and email Complete all work with a high attention to detail and accuracy Follow up on external transfers to expedite the transfer of funds to the client Provide just-in-time support for market-based trades that have rejected or require review by the 4 PM deadline Work with Data Integrity team to resolve any Nominee reconciliation issues Resolve exceptions generated from the daily Transaction Reconciliation and the monthly Account Reconciliation against fund company data Process of taxation slips/receipts using Customer Service Workbench Ensure that correct information is reported to clients on their tax slips and reported to Canada Revenue Agency and Revenue Québec Respond to tax related inquiries from clients, advisors, business partners and working with Tax team to resolve any related escalations or issues Process corrections and complete Letter of Indemnity for fund companies Phone shift schedule rotates monthly such as 8am-4pm, 830am -430pm or 10am
– 6pm shift times Customer Service Representative
– Dealer Operations Must Have Skills: Knowledge of the mutual fund industry including MFDA (mutual fund dealer association) dealer accountabilities Experience with Excel spreadsheets Knowledge of CSW (customer service workbench) Knowledge of FundServ and Univeris applications Experience in Call Centre Bilingual (French/English) University/College diploma IFIC Operations course or CSC Designation Proficient knowledge of the Dealer Operations’ products and processes Experience in Customer Service Customer Service Representative
– Dealer Operations Nice to Have Skills: Excellent problem-solving and decision-making skills Self-motivated, self-directed, and able to work independently Mathematical aptitude Strong attention to detail, problem solving and decision-making skills Ability to work in a face paced environment with a sense of urgency Customer Service Representative
– Dealer Operations Start Date: August 02 nd , 2022 or ASAP Customer Service Representative
– Dealer Operations Assignment Length: 6-months initial contract, likely extension beyond