Client Service Associate

1 week ago

Halifax, Canada Scotiabank Full time

Requisition ID: 154976

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

**Summary**:
The Client Service Associate is responsible for providing sales, administrative and operational support to assist Financial Consultants & Portfolio Managers in maintaining high standards for all clients.

**Duties & Responsibilities**:(What you will do)**

Sales & Service Support:

- Provide service and sales support to Financial Consultants and Portfolio Managers including contact management and opportunity management
- Respond effectively to all inquiries from current and prospective clients concerning MD products and services
- Use your knowledge about products & services to identify opportunities and anticipate client needs
- Process trade requests and ensure all regulatory requirements are met
- Process documentation requests and input transaction requests as required
- Work with other lines of business to arrange mutual client contact strategies
- Establish and maintain a client contact plan to ensure all existing clients are contacted regularly and that Financial Consultants and Portfolio Managers in-house and road-trip schedules are full.
- Respond to last minute requests from advisor during client meetings
- 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 his/her 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.

Administrative Support:

- Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter
- Provide expertise, support and participate in the research of complex client issues
- Completed file preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings, as required
- Prepare and process new account documentation as required

Operational Support:

- Update database for all client contact, ensuring that all client information and notes are recorded correctly
- Maintain monthly compliance related tasks as required
- Liaise with accountants and third parties, as required
- Prepare business correspondence to clients and third parties
- Keep current of marketing initiatives
- Participate in short-term and ongoing projects as required
- Provide Reception coverage as required
- General office duties as required

**Education & Experience**:(What you need)**
- A university or college graduate, preferably with a business/financial background
- Thorough understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues
- 3-5 years’ experience in the Financial Services industry
- Must be IR licensed with IIROC
- Working knowledge of CRM2

**Competency Requirements**:(What you bring)**
- Dedication to client service
- Strong organizational stills
- Strong attention to detail and follow-through skills
- Excellent verbal and written communication skills
- Demonstrated pro-activity and initiative
- Ability to work independently
- Strong team player
- Ability to manage multiple priorities in a fast-paced environment
- Ability to effectively manage change
- Results-oriented

Location(s): Canada : Nova Scotia : Halifax

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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