Client Transfers Operations Associate - 58565

We are seeking detail-oriented, motivated, and collaborative Operations Associates to join a fast-paced Wealth Operations team in downtown Toronto.

In this role, you will play a crucial part in the client onboarding and account transfer process. You will primarily be responsible for making outbound phone calls to third-party financial institutions to follow up on and track the status of client investment account transfers. This position operates in a mini-contact center environment with a strong focus on outbound communication, accuracy, and administrative execution using Excel and specialized internal databases.

Location: Toronto, ON (Hybrid: 4 days in-office / 1 day remote)
Job Type: 6-Month Contract (Extension Possible)
Work Schedule: Monday – Friday, 8:30 AM – 5:00 PM
Position Title: Operations Associate – Client Transfers (Requisition Title: Accountant III)
Positions Available: 2
Pay Rate $35.49

Advantages
Growth & Collaborative Culture: Join a supportive, close-knit team of ~20 professionals that values continuous learning and teamwork.
Comprehensive Onboarding: Full-week classroom-style training provided along with ongoing mentorship from team leads.
No Inbound/Sales Calling: 100% outbound professional B2B follow-ups—no sales or inbound client calls involved.
Convenient Location: Prime downtown Toronto location at Bay & Bloor with a balanced hybrid work arrangement (4 days in-office, 1 day remote).

Responsibilities
Outbound Follow-ups (80% of daily duties): Conduct high-volume outbound calls (~60 calls/day target) to external financial institutions to obtain real-time updates on client account transfers.
Data & System Management (20% of daily duties): Maintain and update internal ticketing systems, case management software, and document tracking systems (e.g., ISM, Kofax).
Excel & Reporting Work: Utilize Excel spreadsheets with pre-built macros to track status updates, organize daily workflows, and maintain high operational accuracy.
Team Participation: Attend daily 15-minute team huddles to review targets, discuss volume trends, and align on operational priorities.
Professional Representation: Maintain a professional and collaborative communication standard when representing the organization to external institution counterparts.

Qualifications
Must-Have Requirements:
Education: Post-secondary diploma or degree.
Experience: 1–2 years of operational background within banking, wealth management, or financial services.
Phone & Communication Skills: Proven experience and high comfort level with spending the majority of the day making outbound business calls. Exceptional verbal and written communication skills.
Strong Excel & Technical Aptitude: High comfort level working with Excel spreadsheets and a strong aptitude to learn and work with macros during/after training.
Attention to Detail & Multitasking: Demonstrated ability to manage multi-step processes, track high volume, and maintain accuracy under tight operational deadlines.

Nice-to-Have Skills:
Contact/Call Center Experience: Prior experience in a structured contact center or high-volume call environment.
Systems Familiarity: Prior experience using ticketing systems, ISM, EIS, or document imaging platforms (e.g., Kofax).
Bilingualism: Proficiency in both English and French is a strong asset (helpful for communicating with Quebec-based institutions).
Advanced Excel: Hands-on experience creating or troubleshooting Excel macros.

Summary
If you are interested in the Client Transfers Operations Associate position please apply online today!

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to [email protected] to ensure their ability to fully participate in the interview process.

This posting is for existing and upcoming vacancies.