Job Description
Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.
What’s in it for you as an employee of QFG?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Hybrid and flexible work arrangements
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
We’re looking for our next Client Operations Associate. Could it Be You?
The purpose of the Client Operations Associate is to process client requests and account updates efficiently and accurately.
What’s it like working as a Client Operations Associate at Questrade?
The Client Operations Associate will process client requests and update client accounts in accordance with SRO regulations and Questrade’s internal operations procedures, while continually being vigilant of the customer experience.
This will be a 6-month contract position.
Need more details? Keep reading...
In this role, responsibilities include but are not limited to:
- Investigating client queries and responding accordingly while maintaining exceptional levels of client service.
- Monitoring work queues and taking ownership of tasks as assigned within Back office SLA’s.
- Ensuring accurate and efficient administration of client cash and account management.
- Completing daily processing within departmental standards.
- Collaborating with other Questrade departments on special projects.
- Liaising with 3rd party vendors and institutional clients as required.
- Reconciling and investigating account balances and positions against 3rd party reporting.
- Providing suggestions for improvement of back-office account processing and management.
- Performing other duties as assigned.
So are YOU our next Client Operations Associate? You are if you have…
✔ 1+ years of relevant work experience, ideally in the financial services industry
✔ Excellent written and verbal communication skills
✔ Proven analytical and reconciliation skills and experience
✔ Experience working in a clearing operations or back office department
Additional kudos if you have…
✔ Successfully completed the CSI course, including the CSC and CPH exams
✔ Experience using Google applications.
✔ Experience using Broadridge Processing System (BPS) or Torstone.
✔ Sound knowledge in one or more client operations functional areas
Sounds like you? Click below to apply!
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At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.
Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.