Operations Associate - Account Transfers

This is with one of our Banking client.

Daily Responsibilities (“Day in the Life”):

• Review and process 60–70 account transfer requests per day.
• Communicate with external financial institutions via phone and email to obtain status updates and resolve transfer-related issues.
• Document and track the progress of transfers to ensure timely completion.
• Maintain accurate records and ensure compliance with company policies and industry regulations.
• Collaborate with internal teams to support smooth workflow and address escalations.

Must-Have Skills / Experience:

• Bachelor’s degree from an accredited university OR high school diploma/equivalent with 2+ years of relevant experience.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Capable of working independently and as part of a team.
• Microsoft Office (Outlook, Excel, Word): Used daily for communication, tracking transfer progress, and reporting.

Nice-to-Have Skills / Experience:

• Prior experience with account transfers.
• Experience working in a financial institution.
• Previous call center experience.
• Bilingual in French and English.

About Us:

Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500. {and 59% of the Fortune 50 (could use either stat)}

With Collabera, you

• Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security and Engineering.

• At Collabera you have 80% chances of project extension or redeployment to other clients

• Will have endless opportunities to learn new technologies through our inhouse Training arm – Cognixia.