Banking Customer Support Specialist – Wealth Management

Are you a detail-oriented communicator with a passion for client support? Apply Now!

Working with one of our top financial clients, this role calls for a Banking Customer Support Specialist – Wealth Management. This position involves providing operational support within a dynamic wealth management team, primarily through outbound calls, data entry, and system updates, ensuring smooth client transfer processes and accurate record maintenance.

Pay rate range (CAD): $31.08/hr – $37.30/hr

Responsibilities

Make outbound calls to financial institutions to facilitate client transfers into the wealth management system
Follow up promptly and accurately on transfer requests, ensuring all details are correctly entered into internal systems
Update and maintain records within multiple platforms, including ISM, Kofax, and in-house case management software
Collaborate with team members to address operational issues and resolve discrepancies
Participate in daily team huddles for updates and goal alignment
Support team effort by adhering to daily targets and deliverables
Maintain high attention to detail and data accuracy throughout all tasks
Assist in training sessions and ongoing system learning opportunities
Desired Skill-Set

Minimum 1 year of operations support experience in a call center or financial environment
Excellent verbal and written communication skills, especially for phone interactions and ticket updates
Strong organizational skills with the ability to multitask effectively
High technical aptitude, including proficiency with Excel, especially macros
Attention to detail to ensure data integrity
Ability to work in a fast-paced environment and meet daily targets
Professional and interpersonal skills for making outbound calls
Nice to Have

Call center experience in financial services
Previous wealth management or banking experience
Familiarity with ISM, EIS, ticketing systems
Bilingual in French and English
Experience working with macros and automation tools
Past contractor or vendor engagement experience