2 дня назад
Interaction Quality Analyst (Financial Services)
50 000 - 650 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Interaction Quality Analyst (Financial Services): Evaluating client interactions and operational workflows across email, phone, digital, and workflow channels with an accent on quality standards, compliance, trend analysis, and client experience. Focus on identifying root causes, facilitating calibration, supporting coaching and training, and developing data-driven recommendations for continuous improvement.
Location: Flexible hybrid schedule in Toronto at 483 Bay Street, transitioning to the Mississauga office at 3 Robert Speck Parkway in late 2026; current work authorization for Canada is required.
Salary: Total annual cash compensation of $50,000–$65,0000, including base salary and target bonus.
Company
provides investment portfolios and services, while Fidelity Clearing Canada delivers trade execution, clearing, custody, and back-office support to Canadian brokerage firms.
What you will do
- Evaluate client interactions across email, phone, digital, and workflow channels against established quality standards.
- Review operational processing activities for accuracy, compliance, and adherence to procedures.
- Identify quality trends, risks, and root causes, then provide actionable improvement recommendations.
- Facilitate calibration sessions and support coaching, training, and onboarding initiatives.
- Analyze client feedback, Voice of Client insights, and operational metrics to improve service outcomes.
- Support risk escalation and continuous process improvement across service and operations functions.
Requirements
- At least 3 years of experience in client service and/or operations within the financial services industry.
- Experience evaluating quality in client interactions, operational processes, or workflow activities.
- Financial services industry experience is required, with experience in contact centres, digital servicing, operations processing, or related functions.
- Post-secondary education or equivalent experience.
- Strong analytical, problem-solving, written communication, verbal communication, and presentation skills.
- Current work authorization for Canada is required.
Nice to have
- Experience in brokerage, clearing, custody, or dealer environments.
- Experience across both service and operations environments.
- Post-secondary education in business, finance, communications, or a related discipline.
- Canadian Securities Course designation.
Culture & Benefits
- Work in a diverse and dedicated team focused on client experience and operational quality.
- Flexible hybrid working arrangement.
- Discretionary performance bonus included in total annual cash compensation.
- RRSP contribution after 6 months of employment with no employee matching required.
- Inclusive workplace with accommodations available during the application process.
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