Senior Account Coordinator
Toronto, Canada
- Responsible for processing new accounts, investments, wires, transfers, purchases, redemptions, exchanges and account maintenance for international mutual fund clients.- Provide customer service functions including respond to inquiries from Fund Companies, broker/dealers via telephone or fax, conduct outgoing phone calls to broker/dealers for trade requests.- Perform Quality Control for different clients performed by processors to make sure all transactions have been done correctly… Show more - Responsible for processing new accounts, investments, wires, transfers, purchases, redemptions, exchanges and account maintenance for international mutual fund clients.- Provide customer service functions including respond to inquiries from Fund Companies, broker/dealers via telephone or fax, conduct outgoing phone calls to broker/dealers for trade requests.- Perform Quality Control for different clients performed by processors to make sure all transactions have been done correctly. Show less