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Client Administration Officer
3 months ago
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of the Job
We 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 is an excellent opportunity for individuals who have a passion for finance and would like a career driven by customer service.
Key Accountabilities
- Accurate Processing of financial & nonfinancial mutual fund transactions;
- Quality control of team tasks as required;
- Review and action data integrity reports
- Place outbound calls to resolve NIGO items;
- Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication;
- Meet individual, team, and department Key Performance Indicators (KPI)
- Investigate and track system issues and develop workarounds/solutions;
- Work with Leadership Team to define and enhance procedures;
- Work with Leadership Team to update Policies and Procedures
- Work with Assistant Manager to ensure all team members are fully crosstrained;
- Work with team to provide proactive solutions to problems and potential issues;
- Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement;
- Participate in special projects/assignments; perform other duties as required.
Functional Competencies
- Good call efficiency while maintaining quality customer service;
- Strong problemsolving skills;
- Strong attention to detail;
- Good verbal & written communication skills; must be comfortable creating documents and making presentations and recommendations
- Ability to prioritize & organize incoming work;
- Ability to coach and provide feedback to team members on performance
- Able to cross train team members to perform team tasks
- Excellent time management skills;
- Ability to work in a fastpaced, constantly changing environment;
- Ability to multitask;
- Ability to meet and maintain specified minimum productivity and quality standards.
Experience/Educational Requirements
- Completed postsecondary education
- Canadian Investment Funds Course is an asset
- Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
- Minimum 2 to 3 years experience in customer service or backoffice environment;
- Good product knowledge (funds, account characteristics, industry knowledge);
Scotiabank is a leading bank in the Americas
Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
