Description
Elevate your banking career as an Investments Specialist with Tangerine in Toronto, Ontario. This contract position emphasizes mutual fund expertise, transaction processing, and service excellence.
Tangerine, Canada's top digital bank, seeks an Investments Specialist to support its Mutual Fund Team. The ideal candidate will bring 1-2 years of banking experience and strong communication skills. Responsibilities include handling transactions, monitoring investment queues, and collaborating with internal teams to resolve client issues.
Key Responsibilities:
• Represent Mutual Fund Team as a subject matter expert
• Process new accounts and verify client information
• Manage cash activities and trade processing
• Monitor Investments queues for service requests
• Liaise with financial institutions for complex inquiries
Requirements:
• University or college degree preferred
• 1-2 years banking or call center expe...
Tangerine, Canada's top digital bank, seeks an Investments Specialist to support its Mutual Fund Team. The ideal candidate will bring 1-2 years of banking experience and strong communication skills. Responsibilities include handling transactions, monitoring investment queues, and collaborating with internal teams to resolve client issues.
Key Responsibilities:
• Represent Mutual Fund Team as a subject matter expert
• Process new accounts and verify client information
• Manage cash activities and trade processing
• Monitor Investments queues for service requests
• Liaise with financial institutions for complex inquiries
Requirements:
• University or college degree preferred
• 1-2 years banking or call center expe...
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