|Job Category||Customer Service|
|Application Deadline||March 31, 2020|
|Experience Required||1-2 years|
|Job Duration||3 months|
|Education Required||College Diploma|
Our client in Banking & Finance industry is seeking a Service Representative in Montreal. This is a 3 months contract position.
The job is the data preparation and data entry for applications of Registered Retirement Savings Plans , Non-registered , and managing the undeliverable mail received in our office via FAX/ mail
Candidate Value Proposition (CVP): This role allows the candidate to work in an established institution and with multiple groups within the Company, which will allow candidate to build skills and confidence. Candidate will have a lot of autonomy and will be able to advocate the position.
Role Responsibilities Include (but are not limited to):
Verification of incoming documentation
Set-up and keying of investments onto various system platforms
Validation of customer data on various platforms versus undeliverable mail data
Managing excel/PDF forms for taxation documentation
Bilingual (stronger in English)
Candidate should be versatile be able to perform other duties outside of their job if needed
Previous financial institution experience (commercial or personal)
Candidates must be in Canada and with valid work permit for being able to apply for this role.
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