Client Service Associate

7 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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