Bilingual (English/French) Wealth Operations Officer

Key Accountabilities

Customer

• Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Refer or elevate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained
• Identify opportunities to improve service delivery and support process improvement initiatives
• Support partners with incoming transactions, validating information as needed to perform adjustments within authority levels
• Develop and maintain working relationships with customers, partners and vendors including responding to questions and/or concerns in an effective and timely manner

Shareholder

• Complete assigned workload to meet SLA requirements for service and productivity...