Client Administration Officer

16 hours ago


Toronto, Canada Scotiabank Full time

Requisition ID: 153853

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

**Wealth Management - Asset Management Operations**

This position is hybrid and requires working from our Toronto downtown office 2-3 days per week.

**PURPOSE OF 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.

**KEY ACCOUNTABILITIES**
- Maintain a high level of service to our clients by ensuring that we process the client’s needs accurately and efficiently
- Sort, scan, index, incoming mail
- Process financial & non-financial mutual fund transactions
- Place outbound calls to resolve NIGO items
- Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication
- Investigate and track system issue and develop workarounds/solutions
- Work with Assistant Manager to define and enhance procedures
- Work with team to provide proactive solutions to problems and potential issues
- Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
- Patriciate in special projects/assignments; perform other duties as required

**FUNCTIONAL COMPETENCIES**
- Minimum 2 to 3 years’ experience in customer service or back office environment
- Good call efficiency while maintaining quality customer service
- Knowledge of industry databases (i.e iFAST, AWD)
- Good mutual fund industry & product knowledge ( funds, account characteristics, industry knowledge)
- Strong problem-solving skills
- Strong attention to detail
- Good verbal & written communication skills
- Ability to prioritize & organize incoming work
- Excellent time management skills
- Ability to work in a fast-paced, constantly changing environment
- Ability to multi-task
- Ability to meet and maintain specified minimum productivity and quality standards

**EDUCATIONAL REQUIREMENTS**
- Completed post-secondary education
- Canadian Investment Funds Course is an asset

Location(s): Canada : Ontario : Toronto

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.



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