Client Transfers Coordinator

Job summary

The role focuses on processing client account transfers by conducting outbound calls to financial institutions and following up on outstanding requests. It involves maintaining internal systems, managing workflow queues, and meeting daily productivity targets.

Job details

Client Transfers Coordinator Hybrid | Downtown Toronto | $34/hr + 4% Vacation Pay | 6-Month Contract 📍 Location: Hybrid (4 days onsite, Fridays work from home) – Downtown Toronto 🕒 Schedule: Monday to Friday, 8:30 AM to 5:00 PM 📅 Duration: August 24, 2026 – February 26, 2027 💲 Pay Rate: $34.00/hour + 4% Vacation Pay 👥 Openings: 2 Positions About the Opportunity We are currently seeking detail-oriented and motivated professionals to join a high-performing Wealth Operations team supporting client transfer activities within a leading financial institution. This opportunity has been created due to increased business volumes and offers the chance to work within a collaborative, supportive team environment where training, mentorship, and career growth are encouraged. Why You'll Love This Opportunity ✅ Competitive pay rate of $34/hour + vacation pay ✅ Full week of training provided ✅ Supportive and collaborative team culture ✅ Excellent exposure to wealth and financial services operations ✅ Opportunity to develop operational and client transfer expertise ✅ Hybrid work arrangement ✅ Join a close-knit team of approximately 20 professionals What You'll Be Doing This role operates in a fast-paced operational call center environment focused on processing and following up on client account transfers. Key Responsibilities Conduct outbound calls to financial institutions regarding account transfer requests Follow up on outstanding transfer activities and obtain status updates Ensure timely and accurate processing of client transfer requests Update and maintain information within internal systems Perform data entry and case management activities Work with imaging, workflow, and case management platforms Meet daily productivity and performance targets Participate in a daily 15-minute team huddle Handle confidential client information with a high degree of accuracy and professionalism Work Breakdown 80% Outbound Phone Activity Communicating with external financial institutions Following up on transfer requests and resolving outstanding items 20% Operations & Data Entry Updating internal systems Processing documentation Managing workflow queues and case records What We're Looking For Must-Have Qualifications 1-2 years of banking, financial services, or operations experience Strong professional phone presence and confidence in making outbound calls Excellent verbal and written communication skills Strong attention to detail Proven multitasking and organizational skills High technical aptitude with the ability to learn new systems quickly Strong Excel skills, including experience working with spreadsheets and formulas Ability to learn and work with spreadsheets containing macros Post-secondary education (College Diploma or University Degree) Preferred Qualifications Call center experience Banking or financial services operations experience Experience with workflow, ticketing, or case management systems Experience with ISM, EIS, or similar operational platforms Knowledge of Excel macros Bilingual in English and French Ideal Candidate Profile You are someone who: Enjoys speaking with people and building professional relationships Thrives in a high-volume, target-driven environment Is highly organized and detail-oriented Can manage multiple priorities while maintaining accuracy Learns new systems quickly Possesses strong problem-solving skills Takes ownership of their work and consistently meets deadlines Apply Today If you're looking to build your career in financial services operations and enjoy a role that combines communication, problem-solving, and operational excellence, we'd love to hear from you. Use AI for Hiring: Our recruitment process for this role includes the use of AI-based tools to help 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!

What you’ll do

The role focuses on processing client account transfers by conducting outbound calls to financial institutions and following up on outstanding requests. It involves maintaining internal systems, managing workflow queues, and meeting daily productivity targets.

Requirements

Candidates need 1-2 years of experience in banking or financial operations and a post-secondary degree. Strong technical aptitude in Excel and professional phone presence are essential.

Benefits

• Vacation Pay

Listed skills

• Problem solving · Preferred
• Microsoft Excel · Preferred
• case management · Preferred
• Multitasking · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Outbound Calling
• Client Account Transfers
• Data Entry
• Case Management
• Microsoft Excel
• Financial Services Operations
• Professional Communication
• Multitasking
• Organizational Skills
• Problem Solving

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative