Client Service Representative

5 months ago

Ottawa, Canada MD Financial Management Full time

**Requisition ID**: 178845

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

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

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

- Be accountable for delivering a superior client experience through building trusted relationships and collaborating with peers across the organization
- You will lead the identification and troubleshooting of web issues that require advanced technical support
- You will contribute to the overall success of the Client Services team through the achievement of departmental goals, policy, and procedure compliance, and by meeting or exceeding service level agreements

**The Must Haves**:

- Bilingual (French/English) is required
- Front-line experience within a contact center environment, preferably in the financial services industry
- Completion of the Canadian Securities Course (CSC) is considered an asset
- Sales experience within the financial services industry

**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 commitment to an exceptional client experience - using your ability to understand the client’s perspective quickly and clearly by providing timely and tailored solutions.
- A sense of urgency - what is important to the client is equally important to you. You make getting things done a priority.
- Unparalleled attention to detail - an understanding of the importance of efficiency and accuracy to overall client satisfaction.
- The flexibility to work independently and as part of a broader team.
- An ability to embrace change
- thriving in a diverse environment of ever-changing priorities.
- A dedication to ongoing learning - not only related specifically to your role, but also other concerns that may impact your client.

**What’s in it for you?**
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We know that financial security is important to you, and we are here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We realize time away to recharge is a non-negotiable - we offer a generous paid time off program.
- We understand that cost-effective banking solutions means more money in your pocket - we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
- We love discounts. Through the WorkPerks program, you will have access to thousands of discounts with various vendors across Canada.

Location(s): Canada : Ontario : Ottawa

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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