Client Service Senior Associate

4 weeks ago

Montreal, Canada Scotiabank Full time
h3>Title: Senior Client Service Associate, MD Signature - Montreal, QC

Requisition ID: 202154

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Senior Client Service Associate contributes to the overall success of the Client Administrative Services for MD ensuring specific individual goals, plans, and initiatives are executed/delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies, and procedures.

Is this role right for you? li>Be accountable for the preparation and processing of client documentation around account opening and transaction requests as directed by Advisors and Portfolio Managers while ensuring all regulatory requirements are adhered to.Responsible for maintaining the currency and accuracy of the client contact database (CRM), ensuring all applicable information and notes are recorded correctly.Play an important role in booking on-site and virtual client meetings, coordinating meetings between Signature Advisors, Signature Planners, and local specialists, preparing files, sending meeting reminders, and responding to time-sensitive requests from Advisors during client meetings.Assist in creating financial plans for Signature clients by entering financial data in the software as well as creating client family trees and corporate structure diagrams.Liaise with third parties (Accountants & Lawyers) to obtain client data for financial plans.Have a deep understanding of financial documents and how they interplay with the clients’ circumstances to elevate the advisor’s ability to service their clients.Review the planning discovery summaries and ensure upcoming activities and responsibilities are clearly documented in CRM and assigned to the appropriate parties.Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Champion a high-performance environment and contribute to an inclusive work environment.2 Years of administrative experience in financial services, internal experience preferred.IIROC licensed or the willingness to become licensed within 12 months of hire through the completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook for Securities Industry Professionals (CPH).Completion of the Life License Qualification Program (LLQP) is an asset.Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, mutual funds, and other investment products.Proficiency with Microsoft Office Suite.

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