service associate in waterloo

posted
job type
temporary
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job details

posted
location
waterloo, ontario
job category
Administrative Support
job type
temporary
reference number
2092690STFEN
apply now

job description

Do you enjoy providing administrative support within financial services? If so, you can be supporting the local department and partnering with a global team in providing both internal and external clients in the administration of financial documents and transactions.

We are currently recruiting for several Service Associates in Waterloo.

In this position, you will work closely with Financial advisors and their clients, to facilitate non-routine transactions, and you will also provide knowledgeable support to their National Account back office business partners.

As a Service Associate, you will be responsible for:

Sales/Distribution Support
• Preparing material for client review and prospect meetings
• Conducting thorough meeting preparation (researching clients/prospects, preparing briefing notes, etc)
• Acting as a back up to sales and engaging with clients/prospects
• Documenting sales and client service activities
• Maintaining calendars for meetings and travel

Client Services
• Acting a internal point of contact - responding to inquiries and service request
• Coordinating new fund launches, account openings, closings, transitions
• Providing advance notification of large client transactions and to ensure that all service & contractual client requirements are met
• Maintaining records of client reports delivered
• Maintaining legal files and account plans

Other duties as needed


Advantages
Why you want this role:
- Work for a leading insurance and financial company
- Waterloo location
- Professional work environment
- 6 month contract
- full time between 8am to 5pm
- Monday to Friday
- Start date June 4th, 2018

Workers placed through Randstad are eligible for preferred rates on health, dental, and life insurance. This Value-add program will provide a wide range of options to suit your needs.


Qualifications
- Excellent communication skills
- Business/financial background (2 years experience) and Banking experience would be an asset.
- Strong customer service skills and experience in call centre
- Strong keyboarding skills
- Able to work in a fast consistent work environment
- Strong problem solving skills
- Proficiency with Outlook, Microsoft Office, AWD an asset.
- Overtime may be required occasionally

Please apply online at www.randstad.ca if you're interested in the Service Associate role in Waterloo.


Justin,
Carole,
Natalya

Phone Number:
416.861.9888
Fax Number:
416.861.8727

Randstad Canada
Randstad Canada is committed to building a diverse workforce reflective of the diversity of Canada. As a result, we promote employment equity and encourage candidates, especially those who identify as a woman, an Aboriginal person, a person with a disability or a member of a visible minority group, and any others who may contribute to the diversification of our workforce, to apply.

Randstad Canada is also committed to developing an inclusive, barrier-free selection processes and work environments.If contacted in relation to a job opportunity, you should advise your Randstad Representative or your local Randstad branch in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner.Information received relating to accommodation measures will be addressed confidentially.

For all feedback on equity and accommodation needs, please contact your local Randstad Canada Branch.