Banking Customer Support Specialist – Wealth Management
Are you a detail-oriented communicator with a passion for client support? Apply Now!
Working with one of our top financial clients, this role calls for a Banking Customer Support Specialist – Wealth Management. This position involves providing operational support within a dynamic wealth management team, primarily through outbound calls, data entry, and system updates, ensuring smooth client transfer processes and accurate record maintenance.
Pay rate range (CAD): $31.08/hr – $37.30/hr
Responsibilities
- Make outbound calls to financial institutions to facilitate client transfers into the wealth management system
- Follow up promptly and accurately on transfer requests, ensuring all details are correctly entered into internal systems
- Update and maintain records within multiple platforms, including ISM, Kofax, and in-house case management software
- Collaborate with team members to address operational issues and resolve discrepancies
- Participate in daily team huddles for updates and goal alignment
- Support team effort by adhering to daily targets and deliverables
- Maintain high attention to detail and data accuracy throughout all tasks
- Assist in training sessions and ongoing system learning opportunities
Desired Skill-Set
- Minimum 1 year of operations support experience in a call center or financial environment
- Excellent verbal and written communication skills, especially for phone interactions and ticket updates
- Strong organizational skills with the ability to multitask effectively
- High technical aptitude, including proficiency with Excel, especially macros
- Attention to detail to ensure data integrity
- Ability to work in a fast-paced environment and meet daily targets
- Professional and interpersonal skills for making outbound calls
Nice to Have
- Call center experience in financial services
- Previous wealth management or banking experience
- Familiarity with ISM, EIS, ticketing systems
- Bilingual in French and English
- Experience working with macros and automation tools
- Past contractor or vendor engagement experience
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.