Service Representative - Montreal, Canada - Alpha Consulting Corp

    Alpha Consulting Corp
    Alpha Consulting Corp Montreal, Canada

    2 weeks ago

    Default job background
    Description
    We are looking for a
    "Service Representative" for one of our client in
    Montreal, QC.

    Duration: 05+ Months

    Role Mandate:


    The candidate will be a part of the Investment Support Group Team under Investment Services to oversee the administrative duties related to the management and record keeping of client communications.


    Role Responsibilities Include:

    • This role will focus on the mailing aspect of record keeping and administration.
    • Receive client transfers and mail them out appropriately.
    • Manage the return mail volumes as they come in.
    • Invalidate the address in the system.
    • Store processed items for record keeping.
    • Check processing involving reconciling values in the system and then sending them out.
    • Ensure that correct documentation is being completed for each task
    • Basic data entry to effectuate transactions

    Must-Have Skills:

    • Previous experience with Client Suite.
    • Office, Teams, Excel.
    • Attention to detail.
    • Good organizational and communication skills
    • Positive attitude

    Nice to have Skills

    • Previous Desk Clerk experience.
    • Conversational French would be a plus.

    Regards,
    Shivam Sengar

    Contact:


    Email:
    shivam.
    Com