Job Description
customer service with banking/financial experience
Toronto, ON
Candidate Requirements/Must Have Skills:
1) 2-4 years of Customer Service Experience
2) Experience with outbound client communication (emails particularly)
3) Experience with Microsoft Office Suites (Outlook)
4) Prior experience in a financial institution
Nice-To-Have Skills:
1) Canadian Securities Course (CSC) and Conduct and Practice handbook (CPH) an asset
2) Prior knowledge of the securities / brokerage operations including areas such as Client Onboarding, Brokerage Transfers, Cash Management and Regulatory Documentation
3) Prior knowledge of financial industry policies and regulations including AML, Privacy, KYC and CASL