Client Administration Officer

5 months ago

Toronto, Canada Scotiabank Full time

**Requisition ID**: 205949

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

As a Client Administration Officer you will be responsible for providing excellent service to clients by executing trade tickets and resolving service requests.

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

- Accurately process financial & non-financial mutual fund transactions;
- Perform Quality control of team tasks as required;
- Review and action data integrity reports
- Place outbound calls to resolve NIGO items;
- Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication;
- Meet individual, team, and department Key Performance Indicators (KPI)
- Investigate and track system issues and develop workarounds/solutions;
- Work with Leadership Team to define and enhance procedures;
- Work with Leadership Team to update Policies and Procedures
- Work with Assistant Manager to ensure all team members are fully cross-trained;
- Work with team to provide proactive solutions to problems and potential issues;
- Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement;
- Participate in special projects/assignments; perform other duties as required.

**The Must Haves**:

- Good call efficiency while maintaining quality customer service;
- Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
- Minimum 2 to 3 years experience in customer service or backoffice environment;
- Good product knowledge (funds, account characteristics, industry knowledge);
- Strong problem-solving skills;
- Strong attention to detail;
- Good verbal & written communication skills; must be comfortable creating documents and making presentations and recommendations
- Ability to prioritize & organize incoming work;
- Ability to coach and provide feedback to team members on performance
- Able to cross train team members to perform team tasks
- 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.

Location(s): Canada : Ontario : Toronto

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