Job Title

A major financial institution providing asset servicing solutions to Canadian and global institutional investors. What you will achieve in the role Review emails in the unassigned queue in MS Dynamics 365 and identify ownership gaps. To ensure accurate routing, reach out to clients and advise on correct subject line tags. Monitor team inboxes regularly and direct clients to submit messages to the new intake queue. Provide clear guidance on required subject lines and submission best practices. Collaborate with stakeholders to enforce unified routing policy by educating clients on tagging standards Generate and analyze reports on compliance with the new routing policy, including subject tag usage, queue assignment rates and turnaround times. Identify opportunities for process improvement. Track and escape recurring issues and coordinate with teams to update training material. Maintain up-to-date documentation of routing rules and escalation procedures. Generate dashboards highlighting tag adoption, time-to-assign and queue backlog trends. Participate in ongoing process reviews to refine the intake workflow, reduce misrouting and improve client experience. What you will bring to the role 2 to 4 years of experience using queue management software . Experience in MS Dynamics 365 is a big asset. Experience working in help desk environment in banking is an asset. Skilled in MS Office (Word, Excel, PowerPoint) including advanced knowledge of MS Excel . Experience in compiling reports and generating dashboards for senior management. Excellent written and verbal communication skills to communicate internally and externally. Strong organizational skills to manage multiple tasks and process information accurately. Strong analytical and problem-solving skills to identify issues and find solutions quickly. Ability to work independently with minimal supervision. Only those who are qualified will be contacted. Seniority level Entry level Employment type Contract Job function Information Technology Industries Financial Services, Banking, and Investment Banking Referrals increase your chances of interviewing at Robertson & Company Ltd. by 2x #J-18808-Ljbffr