• Education Level: Not indicated
• Experience Level: At least 2 years
• Schedule: Full-time
Management of the activity::
o Detect and analyse errors or discrepancies and/or escalate them
o Identify and advise on any exceptional or irregular situations, and put in place corrective measures in line with management validation
o Manage email inboxes, phone calls and follow-up of requests
o Manage internal systems by monitoring and following up on issues
o Investigate and explore information by analyzing the internal system information
o Extract the relevant information from the system and perform the reconciliation
o Draw up and deliver client presentations (when applicable)
o Verify documentation received and forward to relevant processing team (when applicable)
o Follow-up on set-ups and fill the corresponding files/systems with relevant data
• Controls and procedures:
o Confirm that the checklist tasks are done and updated in accordance with the client's specificities
o Review the internal procedures database and market updates
o Prepare and update procedures related to the activity in line with management validation
o Process the first level control of documentation
• Ensure client satisfaction:
o Ensure that clients’ queries (internal and external) are dealt with in a timely and adequate manner
o Provide all the information needed to inform clients and answer clients’ queries
o Provide information about investment markets and their procedures in relation to the services offered, and provide regular information to the client
o Send reports to clients in accordance with their specificities and requests
o Ensure an uplifting service to clients at a desired level
Profile and Skills to Success:
• Business knowledge
• Fluency in English, with French being desirable
• Expertise with Microsoft Office tools
• Excellent communication skills
• Customer service orientation
• Focus on results through excellence, with a positive attitude
• Accuracy and analytical thinking
Mais informações: mario.prole@jrs.net
