Senior Serivice Representative
Insight Global
Insight Global is looking for a Senior Service Representative to join a team within one of Canada's largest banking institutions. The successful candidate will provide end-to-end support for security setup and pricing on the bank's Wealth Management books of record for all Wealth Management lines of business (Investor Line, Nesbitt Burns, Private Investment Council, and the Trust Company). This role is responsible for ensuring that set up and pricing are accurate, complete and timely; overseeing other team members work for accuracy; triaging issues and developing a remediation action plan; and partnering with lines of business or other Wealth Operations teams to ensure timely and satisfactory resolution of inquiries. Security set up includes equities, fixed income, mutual funds, ETFs, segregated funds, term investments and private securities.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
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