Tangerine Bank
Mutual Fund Specialist at Tangerine
Job Description
Embrace a role as a Mutual Fund Specialist with Tangerine on a contract basis. Use your skills in client account management and mutual fund expertise to support internal teams and clients.
As a Specialist in Investments, you'll operate as a subject matter expert for Tangerine's Mutual Fund Team. This position involves handling various financial transactions and ensuring smooth account management. You'll also liaise with financial institutions to resolve issues, providing top-notch service during peak periods.
Key Responsibilities:
• Represent Mutual Fund Team as a SME on products
• Complete daily transactions from Call Centre activities
• Ensure timely cash management and trade processing
• Monitor Investments queues for service requests
• Liaise with banking institutions on client issues
Requirements:
• University or College Degree preferred
• 1-2 years in banking or financial services
• Experience ...
As a Specialist in Investments, you'll operate as a subject matter expert for Tangerine's Mutual Fund Team. This position involves handling various financial transactions and ensuring smooth account management. You'll also liaise with financial institutions to resolve issues, providing top-notch service during peak periods.
Key Responsibilities:
• Represent Mutual Fund Team as a SME on products
• Complete daily transactions from Call Centre activities
• Ensure timely cash management and trade processing
• Monitor Investments queues for service requests
• Liaise with banking institutions on client issues
Requirements:
• University or College Degree preferred
• 1-2 years in banking or financial services
• Experience ...