Client Transfer Operations Specialist

📞 Operations Representative | Wealth Transfers 📍 Toronto, ON (Hybrid) 💲 $34.00/hour + Vacation Pay 📅 6-Month Contract (Extension Possible) 🏢 4 Days In Office (Monday to Thursday) | Fridays Remote 🕒 Monday to Friday | 8:30 AM – 5:00 PM 🚀 2 Open Positions Are you looking to build your career with one of Canada's leading financial institutions? We are seeking detail-oriented and customer-focused Operations Representatives to join a collaborative Wealth Operations team supporting client transfer activities. This is an excellent opportunity for candidates with banking, financial services, call center, or operations experience who thrive in a fast-paced environment and enjoy a blend of client communication and administrative work. What You'll Be Doing In this role, you'll play a key part in supporting client account transfers by: ✅ Making outbound calls to financial institutions regarding transfer requests ✅ Following up on outstanding transfers and ensuring timely processing ✅ Updating internal systems and case management tools ✅ Performing accurate data entry and documentation tasks ✅ Working within imaging and workflow management systems ✅ Meeting daily operational targets and service standards ✅ Participating in daily team huddles and collaborating with a supportive team environment Approximately 80% of the role involves outbound calling and 20% focuses on data entry and administrative support. What We're Looking For Required Qualifications ✔ 1-2 years of banking, financial services, or operations experience ✔ Strong communication and phone-based customer service skills ✔ Excellent attention to detail and ability to multitask ✔ Strong technical aptitude ✔ Intermediate to advanced Excel skills ✔ Comfortable working with spreadsheets containing macros and learning new systems ✔ University degree preferred Nice-to-Have Qualifications ⭐ Call center experience ⭐ Wealth management or investment operations experience ⭐ Experience with ISM, EIS, Kofax, Ticketing, or case management systems ⭐ Previous TD Wealth experience ⭐ Bilingual in English and French ⭐ Experience using or creating Excel macros Why Join This Team? 🌟 Competitive pay rate of $34/hour 🌟 Full week of paid training with ongoing support 🌟 Collaborative and welcoming team culture 🌟 Opportunity to gain valuable wealth operations experience 🌟 Strong leadership and mentorship 🌟 Hybrid work model with Fridays remote 🌟 Exposure to a major Canadian financial institution Additional Details: Location: Toronto, ON Start Date: September 28, 2026 Duration: 6 Months Extension Potential: Yes Schedule: Monday-Friday, 8:30 AM-5:00 PM Work Arrangement: Hybrid (4 days onsite, 1 day remote) If you have strong communication skills, a keen eye for detail, and experience in banking or financial operations, we'd love to hear from you! Use AI for Hiring: Our recruitment process for this role includes AI-based tools to evaluate candidate qualifications and screen applications. Why Kelly? At Kelly®, we’re committed to finding rewarding opportunities that help you thrive—both professionally and personally. We partner with leading organizations across industries, connecting talented individuals to roles that fit their skills, interests, and goals. As part of the Kelly team, you’ll have access to a diverse network, ongoing career support, and resources to help you succeed. We value inclusion, respect, and work-life balance, and we offer competitive pay and benefits. Join us and discover what’s next for your career!

The role involves managing client account transfers by making outbound calls to financial institutions and ensuring timely processing. Responsibilities include updating internal systems, performing data entry, and meeting daily operational targets.

Candidates need 1-2 years of experience in banking, financial services, or operations with strong communication and intermediate to advanced Excel skills. A university degree is preferred, and experience with wealth management or case management systems is a plus.

• Vacation Pay • Paid Training

• Customer servicePreferred
• Administrative SupportPreferred
• Microsoft ExcelPreferred
• case managementPreferred
• MultitaskingPreferred
• Data entryPreferred

Identified from the job description. Confirm important requirements above.

• Outbound Calling
• Data Entry
• Customer Service
• Microsoft Excel
• Case Management
• Wealth Operations
• Financial Services
• Administrative Support
• Multitasking
• Technical Aptitude

• Finance & Accounting
• Customer Service & Support
• Administrative

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Apply by

Oct 4, 2026

Posting language

English

Working hours

40 hours per week

Office presence

4 days per week

Seniority

Mid-Senior level

Application method

Direct apply is available