Robert Half
Location: Toronto, ON
Job Description: Job Description:We are offering a contract to permanent employment opportunity in the brokerage industry for a detail-oriented, entry level Coordonnateur in Toronto, Ontario. This role involves providing day-to-day service to a number of independent Portfolio Managers and Introducing Brokers, acting as a liaison between the client and various support areas.Responsibilities:
- Coordinate efforts with various internal departments within the organization to build and maintain strong relationships with clients
- Provide high-level customer service, keeping clients informed of new developments, products, and services related to their business needs
- Address client issues promptly and thoroughly, suggesting improvements in policies and procedures to continually enhance our service delivery
- Review and approve administrative items such as De-registrations, Bank Transfers, Foreign Exchanges, and Internal Account Transfers on a daily basis
- Liaise with various operational areas within the organization to ensure tasks are completed in a proactive and timely manner
- Organize regular meetings with clients, documenting ongoing service and operational issues, investigating and resolving them
- Guide clients on our policies, procedures, and training that directly impact their business
- Suggest process improvement recommendations that will enhance the overall business relationship with clients
- Represent the organization professionally at client meetings and business functions.
Requirements:
- Proficiency in Customer Service and Training
- Demonstrated experience with Procedures and Policies
- Strong understanding of Quality Review processes
- Background in Human Resources (HR) Administration
- Fluency in English Language
- Proven experience as a Liaison
- Familiarity with Best Practices
- Proficiency in Microsoft Office Suites
- Strong skills in Process Improvement
- Experience in Fund Administration
- Excellent Interpersonal Skills
- Ability to perform Cost Analysis
- Proven experience in Coordination
- Knowledge of Trading practices
- Ability to create and use Templates
- Excellent Written Communication skills
- Familiarity with Securities
- Experience working with Internal Departments
- Knowledge of Brokerage operations
- Ability to Maintain Handbook
- Experience conducting Customer Meetings
- Capacity to Recommend Improvements
Company Name: Robert Half
Salary: $20 – 24 per hour
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