Client Service Associate

6 months ago

Toronto, Canada MD Financial Management Full time

Requisition ID: 197928

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team.

As a Client Service Associate, you will be responsible for providing administrative and operational support to Financial Consultants & Portfolio Managers.

**Is this role right for you? In this role you will**:

- Provide service and sales support to Financial Consultants and Portfolio Managers, responding to all inquiries from current and prospective clients concerning MD products and services
- Be accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests
- Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
- Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance
- Book client meetings, prepare files, send meeting reminders, and respond to time-sensitive requests from Advisors during client meetings
- Process documentation related to new accounts and trade requests & input transaction requests, confirming all regulatory requirements are adhered to
- Identify opportunities, anticipate client needs, & partner with other lines of business to arrange mutually beneficial client contact strategies
- Support and participate in the research and resolution of a variety of complex client concerns
- Adhere to professional standards including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration
- Ensure that monthly compliance-related tasks, such as compliance reporting logs and follow up on non-compliant paperwork, are completed
- Liaise with Accountants and third parties to provide tax documents or statements as requested
- Be responsible for other general office duties, including reception coverage as required

**The Must Haves**:

- College diploma or university degree in business, commerce or equivalent
- 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
- IIROC licensed as an Investment Representative which includes the completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 30- day training
- Proficiency with Microsoft Office Suite
- Working knowledge of CRM2

**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:

- A dedication to client service
- Strong organizational skills
- Strong attention to detail and follow-through skills
- Excellent verbal and written communication skills
- Initiative and are resourceful
- An ability to work independently or effectively within a team
- An ability to manage multiple priorities in a fast
- paced environment
- An ability to effectively manage change
- A focus on achieving results

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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