Client Services Officer, Roynat

6 months ago

Montréal, Canada Scotiabank Full time

Requisition ID: 201781

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

The Client services officer contributes to the overall success of the Roynat Capital sales force, is responsible for providing efficient and quality support to a small team of credit / business development professionals in our boutique office environment. Although administrative in nature, this position offers a high level of client interfacing opportunities with lawyers and accountants while effectively managing client portfolios.

Applicants with a proven record in accounting or possess a financial analysis background are of front-runners for this role that offers promising career advancement.

**Is this role right for you?**
- Oversee client portfolio management process by reviewing and obtaining sign-offs, gathering supporting documentation including property taxes, appraisals, environmental certificates and financial statements, and ensure all client correspondence and sundry files are up to date.
- Analyze financial data to identify trends and changes in revenue streams, issue reports, reports and conduct due diligence research as needed.
- Prepare correspondence for a wide range of communications and accompany senior team members on client visits.
- Assist in planning and orchestrating business development events.
- Other duties as assigned by department personnel.

**Do you have the skills that will enable you to succeed in this role?**
- Successful completion of a university program with a focus on commerce and/or accounting.
- 1+ year experience working in a financial accounting or loan processing / credit adjudication environment
- Competent in MS Office, capacity to learn new technologies/systems
- Ability to work independently, respond to difficult client situations and maintain a high level of professionalism
- Excellent communication skills in both English and French is required (spoken and written).

**What's in it for you?**
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- A competitive compensation and benefits package
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities - for you and our customers

Location(s): Canada : Quebec : Montreal || Canada : Quebec : Brossard

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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