![Scotiabank](https://contents.bebee.com/companies/ca/scotiabank/avatar-VfKVm.png)
Client Service Officer
7 days ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Job Purpose:
The Client Service Officer is responsible for contributing to the Private Banking unit's overall success by providing superior service and administrative support to the Private Banking Sales Team.
The incumbent possesses a thorough knowledge of the Bank's commercial and retail products and services and the primary focus is to assist with private banking client transactions, documentation, monitoring, compliance and ensuring established requirements are met to mitigate risk for the Bank.
Key Accountabilities:
1.
Provide superior service and support to the Private Banking Unit by:
- Developing and maintaining a thorough knowledge and understanding of the Bank's Commercial and Retail Banking products and services in order to be positioned to meet Client's ongoing needs;
- Responding promptly and effectively to requests, concerns and complaints from clients, PB Sales Officers, PB Manager and Manager Client Service;
- Providing a high degree of service and support combined with innovative approaches to resolving Private Banking Client, Sales Officers, Centre or service issues while maintaining an overall low risk profile for the Bank;
- Taking full responsibility for all Client inquiries/concerns/complaints directed to him/her resolving those matters within their discretion to the client's satisfaction or by referring the client to the appropriate source, as set our in the Bank's Complaint Resolution Standards and Procedures;
- Assisting PB Sales Officers in closing their sales by preparing documentation packages and performing accurate, complete and timely product setups for commercial and retail products, including retail credit product setups in the Term Lending System (TLS) as well as investment product setups in Investment Platform (IP);
- Assisting PB Sales Officers with preparation work for Annual Reviews.
2.
Assist in ensuring the Bank's risk profile is mitigated by:
- Ensuring all Business Authentication requirements are adhered to in order to protect the integrity of the Client and Bank information;
- Completion of any returns/reporting requirements accurately and submitting to the appropriate authority in a timely manner;
- Completing all functionspecific documentation accurately as per Bank standards in order to protect both the organization and the Private Banking Unit;
- Providing timely and meaningful client information and/or analysis to Private Banking Sales Officers thereby facilitating the decision making process for risk management.
3.
Contribute to the quality and efficiency of branch operations as well as compliance with regulatory and internal bank guidelines by:
- Adhering to cash, custody and security procedures and policies at all times;
- Adhering to position authorities and bank policies;
- Accurately processing daily transactions originated by Clients, management or a B/F system;
- Checking/authorizing transactions with approved limits;
- Executing necessary corrections as identified through exception reporting;
- Assisting with implementing changes to operation procedures and systems in order to increase efficiency and meet Bank regulations;
- Complying with regulatory requirements as part of the service process, including Know Your Client (KYC), Canada Deposit Insurance Corporation (CDIC), Financial Consumer Agency of Canada (FCAC), Anti-Money Laundering/Anti-Terrorist Financing (AML/ATF), Privacy and Occupational Health & Safety (OHS) requirements, processes and guidelines as well as SSI guidelines/processes;
- Immediately reporting/escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Manager Client Service, Private Banking Unit Head, Centre Director, National Private Banking Compliance Officer, and/or applicable Private Banking EO/Shared Services department, as appropriate;
- Identifying and referring to the appropriate sales officer existing and new business opportunities through his/her ongoing client contact;
- Ensure workstations and surrounding areas are organized and present a professional image
Experience/Education:
- The incumbent requires a high degree of client focus to deliver the standard for consistent delivery of the client experience. Previous Mid Office or Personal Banking Officer experience required.
- A thorough knowledge of the processes for administering financial products and services is required. Flexibility and strong organizational skills are required to adapt to a wide variety of tasks and functions, and to work effectively as a member of the Private Banking and SPCG teams.
Functional Competencies:
- Thorough knowledge of the Bank's Commercial and Retail Banking products and services, policies and procedures;
- Thorough knowledge of the Bank's monitoring and compliance requirements including Anti-Money Laundering requireme
-
Client Service Officer
7 days ago
Toronto, Ontario, Canada Diamond Schmitt Architects Full timeJob Description:Diamond Schmitt Architects is looking for a dynamic and dedicated Client Service Officer to join our Vancouver team in British Columbia. In this role, you will play a key role in ensuring top-notch customer satisfaction by delivering exceptional service to our clients. This entry-level position is ideal for those starting out in the...
-
Client Service Officer
7 days ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Client Service, Officer
13 hours ago
Toronto, Ontario, Canada State Street Full timeWhy this Job is important to us State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets...
-
Office Manager
7 days ago
Toronto, Ontario, Canada Air Charter Service Full timeCompany DescriptionOUR JOURNEYAs the son of a pilot, Chris Leach had aviation in his blood, and in 1990 from the basement of his home in Kingston Upon Thames he looked at the aircraft charter market and saw an opportunity.Chris believed there was space for another aircraft charter company, but one that focused solely on exceptional service and building long...
-
Client Services
7 days ago
Toronto, Ontario, Canada Aon Full timeThis is a hybrid role with the flexibility to work both virtually and from our Toronto office.Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisionsAt Aon, we shape decisions for...
-
Client Administration Officer
7 days ago
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: 181705Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of the JobWe are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.Key...
-
Manager, Passportone Client Payments
7 days ago
Toronto, Ontario, Canada Family Service Toronto Full timeProgram:PassportONE***Contract:10 month Contract, Full-time, 35 hours per weekLocation:128A Sterling Road and from a safe, home-based office as required.Application Deadline:August 4, 2023 by 5:00 PMFile Number:PP1 # with cover letter and resumeE-Mail:Mail:HR, 355 Church Street, Toronto ON M5B 0B2Web:Grow with usFamily Service Toronto (FST) helps people face...
-
Client Service Representative
7 days ago
Toronto, Ontario, Canada BFL Canada Full timeJob DetailsDescriptionWe offer more than a job, we offer a career We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We...
-
Client Service Manager
7 days ago
Toronto, Ontario, Canada BFL Canada Full timeWe offer more than a job, we offer a career We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people...
-
Client Administration Officer
7 days ago
Toronto, Ontario, Canada Scotiabank Full timeRequisition ID: 181705Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of the JobWe are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.This...
-
Client Service Associate
7 days ago
Toronto, Ontario, Canada VON Canada (Ontario) Full timeRequisition Details:Employment Status: Regular, Full Time (1.0 FTE)Program Name: Home SupportNumber of Hours Bi-Weekly: 75Work Schedule: Days, Evenings, Includes Weekends _(Monday to Friday in the office, Saturday and Sunday remotely)_Union/Bargaining Unit:CUPEOn-Call: NoHybrid Remote: _Monday to Friday work in the office, Saturday and Sunday work...
-
Manager Client Services
7 days ago
Toronto, Ontario, Canada TD Bank Full timeManager Client Services - Private Trust:BRJob Category - Primary Wealth ManagementWork Location 2 St Clair Avenue East Corporate, 220 Commerce Valley Drive West Corporate, 5515 North Service RoadEmployment Type RegularCity Burlington, Markham, TorontoTime Type Full TimeProvince/State OntarioHours 37.5Workplace Model OnsitePay DetailsDepartment Overview...
-
Client Services
7 days ago
Toronto, Ontario, Canada MCAN Murex Canada Full timeMurex is a top player in fintech, specializing in trading, risk management, and processing solutions for capital markets.Operating from 19 offices with a diverse team of 3,000 Murexians from over 60 nationalities, we drive the development, implementation, and support of our platform used by banks, asset managers, corporations, and utilities globally.Join...
-
Client Service Associate
7 days ago
Toronto, Ontario, Canada MD Financial Management Full timeRequisition ID: 197928Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team.As a Client Service Associate, you will be responsible...
-
Client Services Representative
7 days ago
Old Toronto, Ontario, Canada The Rostie Group Full timeAbout us:The Rostie Group is a flexible office provider and event venue located in Toronto's waterfront neighbourhood. We provide full service executive offices, flexible workspace, virtual offices, meeting and training rooms, as well as hybrid meetings.At this time, we are seeking a Client Services Representative to join our growing team.This role's duties...
-
Client Services Specialist
7 days ago
Toronto, Ontario, Canada Questrade Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...
-
Client Services Specialist
7 days ago
Toronto, Ontario, Canada Questrade Financial Group Full timeQuestrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our...
-
Client Service Analyst
7 days ago
Toronto, Ontario, Canada Advantage Group International Full timeOur History and Mission:Thirty years ago, in Toronto, Canada, Founder Ron Pirie championed the belief that businesses work better together when they commit to actively listening and responding to each other's feedback.From humble beginnings and a staunch and universal belief that stronger collaboration leads to better business results in any market and any...
-
Client Services Specialist
7 days ago
Toronto, Ontario, Canada Questrade Financial Group Full timeMonday, April 29, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team...
-
Analyst, Client Services
7 days ago
Toronto, Ontario, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...