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Client Service Senior Associate
2 months ago
Requisition ID: 202154
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Senior Client Service Associate contributes to the overall success of the Client Administrative Services for MD ensuring specific individual goals, plans, 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>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 as well as lead the tracking and management of Investment Policy Statements (IPS) and Know Your Client (KYC) documentation.Responsible for maintaining the currency and accuracy of the client contact database (CRM), ensuring all applicable information and notes are recorded correctly and you will maintain a follow-up system for annual reviews, inquiries and issues, ensuring expeditious resolution based on MD specified service standards.Play an important role in booking on-site and virtual client meetings, as well as coordinating meetings between Signature Advisors, Signature Planners and local specialists, preparing files, sending meeting reminders, responding to time-sensitive requests from Advisors during client meetings, tracking opportunities, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.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 as well as understanding of the client needs and realities to be captured in the outputs of the plan.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 in order 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 (MX360) and assigned to the appropriate parties.Actively respond to client requests with an eye to affording an exceptional client experience and ensuring the client’s unique circumstances/concerns are managed by the applicable MD expert.Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.Champions a high-performance environment and contributes to an inclusive work environment.
