Drive excellence in investment processing with Tangerine as a Specialist in Investments. This contract role involves managing investor transactions, problem resolution, and providing expert support for mutual fund products.
At Tangerine, Canada’s leading digital bank, you will represent the Mutual Fund Team as a subject matter expert. Your responsibilities will include handling transactions from the Call Centre, ensuring timely cash management, and actively monitoring investment service requests. Your role is crucial for maintaining excellent customer service and efficient workflows.
Key Responsibilities:
• Serve as SME on mutual fund products and training
• Complete transactions from Call Centre and verify information
• Ensure timely cash management and trade processing
• Monitor investment queues and provide status updates
• Collaborate on account-related issue resolution
Requirements:
• University or college degree preferred
• 1–2 years banking-related ...