Job Description

We are looking for a highly organized and detail-oriented Transition Coordinator to join our team on a long-term contract basis in Toronto, Ontario. In this role, you will play a key part in managing account transitions for elite clients, ensuring their transfer requests are processed efficiently and within established timelines. This hybrid position requires 3-4 days of in-office work per week, offering an excellent opportunity to collaborate with team members and enhance client experiences.
Responsibilities:

• Coordinate and process complex account transfer requests, ensuring all assets are received within established service level agreements.
• Monitor and manage transition mailboxes, initiating or investigating transfers promptly to meet a 24-hour turnaround time.
• Communicate effectively with clients regarding incomplete transfer submissions and provide clear explanations for rejections.
• Review and resubmit rejected transfers to ensure they are in good order and compliant with requirements.
• Execute cash and securities journal entries with precision and attention to detail.
• Collaborate with clients to resolve outstanding issues related to account transitions, providing exceptional service throughout the process.
• Identify opportunities to streamline processes and improve client satisfaction by implementing efficiencies.
• Generate both scheduled and ad-hoc reports for internal teams and external stakeholders as needed.
• Conduct client meetings to discuss transfer procedures and requirements, ensuring clarity and alignment.
• Support team operations during high-volume periods by working overtime when required.
• Proficiency in English; bilingualism in English and French is considered an asset.
• Strong communication skills, both written and verbal, with the ability to interact professionally with clients and team members.
• Advanced knowledge of Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
• Demonstrated ability to analyze and improve processes to enhance client and team experiences.
• Exceptional attention to detail and organizational skills to manage multiple tasks efficiently.
• Experience with trading operations, service level agreements, and digital tools is an advantage.
• Proven ability to work collaboratively in a team-oriented environment while also being a self-starter.
• Flexibility to work overtime during peak periods to meet client needs.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
Questions? Call your local office at 1.888.490.3195. All applicants applying for Canadian job openings must be authorized to work in Canada.
Only job postings for jobs located in Quebec appear in French.
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Robert Half
Robert Half est la premiere et la plus grande firme de solutions de gestion des talents specialisees au monde, qui met en relation des chercheurs d'emploi hautement qualifies avec des opportunites au sein de grandes entreprises. Nous offrons...