Client Service Associate Hamilton
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Support Financial Consultants and Portfolio Managers in Hamilton through client administration, operational coordination, and responsive service for MD clients. Work in-office and virtually.
As a Client Service Associate at Scotiabank, you will support the Client Administrative Services Regional team. You will manage documentation, transaction requests, meetings, and client inquiries. The position requires regulatory awareness, Microsoft Office proficiency, and knowledge of financial products, including Mutual Funds, RRSPs, and TFSAs.
Key Responsibilities:
- Provide administrative and operational support to Financial Consultants
- Respond to current and prospective client inquiries
- Prepare client documentation and correspondence
- Book meetings and prepare files and reminders
- Maintain follow-up systems for complaints and resolutions
Requirements:
- College diploma or university degree in business or commerce
- Knowledge of financial services products and rules
- Investment Representative approval with CIRO
- Proficiency with Microsoft Office Suite
- Working knowledge of CRM2
Bring organized client service, financial product knowledge, and regulatory awareness to Scotiabank's Hamilton administration team.
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