NON - IT - T1S36 Coordonnateur - Senior

We are offering a contract to permanent employment opportunity for a meticulously organized Transition Coordinator based in Toronto, Ontario. As a Transition Coordinator, you will be responsible for managing and processing complex transfer requests for Elite Clients, including Portfolio Managers and Introducing Brokers, ensuring that all received assets are processed within the set service level agreement.

• Investigate and process customer transfer requests with utmost accuracy and attention to detail
• Manage Transition mailboxes and initiate or investigate transfers promptly to fulfill our service level agreement of 24 hours
• Communicate effectively with clients regarding transfer submissions that are not in good order, providing detailed reasons for rejections
• Regularly interact with relinquishing institutions to inquire about transfer status
• Review and resubmit rejected transfers to ensure they are in good order
• Process journals related to Cash Securities
• Continuously interact with clients to resolve any outstanding issues related to account transitioning
• Generate scheduled and ad-hoc reports for internal and external requirements as needed
• Collaborate with various partners to drive digital adoption within the team
• Meet with clients to discuss the transfer process and requirements
• Identify initiation, rejection, and asset trends and draft or update existing user guides as required
• Enhance the client experience by creating efficiencies and seeking process improvements.