Full-time

Bilingual Financial Service Representative - Waterloo

Posted by Recrute Action • November 23, 2022

📍 Waterloo Southeast, ON, Canada
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Description

Are you looking for a stimulating and dynamic job? If you would like to be part of a team that believes in your potential and of a great company that will help you advance in your career, this is the job for you! We are currently looking for three Financial Service Representatives for one of our clients in the insurance industry. What is in it for you: Salary at $24/h Contract for 6 months and100% Remote but possibility to be in the office in the future Rotational shifts between 8 AM to 6 PM Monday to Friday Dynamic and professional environment 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 Sun Life Provide just-in-time support for market-based tra...

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