Adecco is currently hiring an
Account Transitions Coordinator for an exciting opportunity in Toronto, ON. This role is ideal for a detail-oriented professional with experience in financial services, client support, and account administration. If you enjoy managing complex processes, resolving client issues, and improving operational efficiency, this could be a great opportunity to join a collaborative team.
In this position, you will manage account transition activities, investigate transfers, communicate with clients and financial institutions, and ensure requests are processed accurately and efficiently while delivering an exceptional client experience.
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Pay Rate: $32.54/hour
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Location: Toronto, ON
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Schedule: Monday to Friday, 9:00 AM - 5:00 PM (4 days per week in office)
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Employment Type: Full-time | Temporary
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Vacancy Status: This posting is for an existing vacancy.
Responsibilities
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Manage transition mailboxes and initiate or investigate account transfers within established service level agreements.
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Review transfer requests with strong attention to detail to ensure accuracy and completeness.
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Investigate transfer issues and communicate with clients when requests are not in good order (NIGO), including documenting rejection reasons.
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Contact relinquishing institutions by phone and email to investigate transfer statuses and resolve outstanding issues.
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Review rejected transfers and resubmit requests once all requirements are met.
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Process cash and securities journals related to account transitions.
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Interact with clients to resolve account transition inquiries and provide timely updates.
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Enhance the client experience by identifying efficiencies and recommending process improvements.
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Collaborate with internal teams and partners to support digital adoption and operational improvements.
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Generate scheduled and ad-hoc reports to support internal and external requirements.
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Meet with clients to explain transfer processes, requirements, and timelines.
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Identify trends related to transfer initiations, rejections, and asset movement.
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Create and update user guides and process documentation as required.
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Support high-volume periods, including overtime when required.
Qualifications
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Must be legally eligible to work and reside in Canada.
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Post-secondary education with 2-3 years of relevant experience.
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Experience in financial services, account administration, transfers, or client operations is considered an asset.
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Proficiency with Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint.
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Excellent verbal and written communication skills.
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Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
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Strong attention to detail with the ability to identify issues and communicate solutions effectively.
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Ability to work independently with minimal supervision while contributing as a team member.
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Proactive mindset with strong problem-solving skills and a focus on continuous improvement.
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Experience with systems such as IBM-OSS, AS400, CDS/ARROW, or FUNDSERV is considered an asset.
Nice to Have
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Bilingual in French and English.
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Completion of the Canadian Securities Course (CSC) certification.
Are you interested in this position? Apply now! Our dynamic recruitment team looks forward to helping you take the next step in your career.
At Adecco, our purpose is simple: to make the future work for everyone. We live our values - Passion, Collaboration, Inclusion, Courage, and Customer-Centricity - by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from people of all backgrounds and identities. Together, we are shaping a future that works for everyone.
If you would like to learn more about Aspire Academy to enhance your skills for your next role, feel free to ask!
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