Client-Focused Investments Specialist

Drive client success as an Investments Specialist with Tangerine on a 12-month contract. Collaborate in a cutting-edge digital banking environment, ensuring smooth financial transaction processes.
As part of the Client Business Support team, your specialization in mutual fund products will play a crucial role in servicing clients efficiently. This role not only focuses on workflow processing but also involves collaborative problem-solving for account-related issues, making you a key component of client satisfaction.
Key Responsibilities:
• Oversee processing of mutual fund transactions and accounts
• Act as a subject matter expert for internal training
• Ensure accuracy in cash management activities
• Strategically resolve complex client and account problems
• Document and scan processed transactions effectively
Requirements:
• Strong educational background, college or university preferred
• 1–2 years of relevant banking experience preferred
• Knowledge...