Transfers Service Representative
Fidelity Canada is a leading provider of execution, clearing, custody, and back-office support services. They are seeking detail-oriented contract employees to assist with customer service activities related to account transfers, focusing on outbound calls to confirm and update the status of transfer requests. Responsibilities Make outbound calls to financial institutions to confirm and update the status of account transfer requests Document all interactions and updates accurately in internal systems Escalate issues or delays to the appropriate team for resolution Maintain professionalism and adhere to compliance standards during all communications Skills Strong verbal communication and customer service skills Ability to work independently and manage time effectively Attention to detail and accuracy in documentation Completed Post Secondary Education or equivalent work experience Previous experience in financial services or call center environment is an asset Company Overview Fidelity Canada is a provider of financial services. It was founded in 1987, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is