Service Specialist, Operations - Estate and Trust Services
On-site · Toronto, Ontario, Canada or Montréal, Quebec, Canada
Job Summary
Service Specialist in the Estate and Trust Services team serves as a central point of contact and relationship manager for operations matters, acting as an escalation point for service quality and problem resolution. The role involves researching inquiries with Canadian Operations, monitoring SLA performance, providing status updates and solutions, advising on service quality efficiency and client care opportunities, and supporting change initiatives while coordinating with front office professionals to ensure seamless service and reporting.
Required Qualifications
- 4-year degree from an accredited university or equivalent, or high school diploma with 3 years or more of work experience
- Minimum of 1 year of securities, banking, technology, or related industry experience
- Exceptional relationship management and analytical skills
- Ability to communicate and partner effectively with front office professionals (Investment Advisors, Portfolio Manager, etc.) to research and resolve operations related matters
- Ability to work independently and adhere to committed deliverables in a fast-paced, dynamic work environment
- Nice-to-have Bilingualism (English and French)
- 4-year degree from an accredited university in business, finance, or related field CFA Program candidate
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