Opportunity Description
Explore a dynamic career as an Investment Specialist at Tangerine in Toronto, Ontario. This contract role focuses on mutual funds and client-centric banking solutions.
At Tangerine, Canada’s leading digital bank, the Investment Specialist will work with the Mutual Fund Team to deliver exceptional service and support operational excellence. Ideal candidates will have a solid understanding of mutual fund products and strong organizational skills, able to handle a high volume of inquiries. This role requires adaptability and teamwork to address client needs effectively.
Key Responsibilities: • Serve as an SME on mutual fund products • Process transactions and maintain client accounts • Ensure timely cash management and trade responses • Handle inquiries via the CBS Support Line • Assist with cross-training and departmental enhancements
Requirements: • Post-secondary education is recommended • 1-2 years of industry experience required • Familiarity with IFIC Oper...
At Tangerine, Canada’s leading digital bank, the Investment Specialist will work with the Mutual Fund Team to deliver exceptional service and support operational excellence. Ideal candidates will have a solid understanding of mutual fund products and strong organizational skills, able to handle a high volume of inquiries. This role requires adaptability and teamwork to address client needs effectively.
Key Responsibilities: • Serve as an SME on mutual fund products • Process transactions and maintain client accounts • Ensure timely cash management and trade responses • Handle inquiries via the CBS Support Line • Assist with cross-training and departmental enhancements
Requirements: • Post-secondary education is recommended • 1-2 years of industry experience required • Familiarity with IFIC Oper...
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