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Service Support Officer Wealth Management

1 month ago

Burlington, Canada Scotiabank Full time

Requisition ID: 208239

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

Start Date: January 6th

Application Deadline: 10/18/2024

The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team’s objectives. The incumbent delivers exceptional personal service in all activities completed to support the Private Banking team. This includes ensuring all activities are conducted within compliance with governing regulations, internal policies, and procedures.

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

- Providing consistently excellent client experiences.
- Demonstrating ‘Our Service Promise’ by being best at the basics: Friendly, Willing to Assist, Efficient and Professional.
- Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.
- Demonstrating respect and knowledge in interactions with the APB/Banker.
- Providing exceptional service and support combined with innovative approaches to resolving Client’s and the Private Banking Team’s service issues while adhering to policy and procedures.
- Providing support to the PB Team with client concerns and complaints. Raise any client complaints to the PB Team that have been brought the Service Support Officers’ attention.
- Adhering to cash, custody and security procedures and Bank policies at all times. o Adhering to position authorities and bank policies.
- Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients.
- Checking/authorizing transactions with approved limits.
- Daily completion of the Accounting Support Package as outlined in the ASP at a glance for Sales Support Officers document.
- Ensuring accurate and timely completion of daily and periodic monitoring activities including Automated Control System, Worklist Management Exceptions, Work Hub, Digital Courier.
- Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate.
- Adhere to compliance with regulatory activities and guidelines as part of the service process, including Privacy, Occupational Health & Safety (OHS), Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
- Champions a high-performance environment and contributes to an inclusive work environment.

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

- You have excellent verbal, written and interpersonal skills, in order to develop and maintain relationships with Commercial business customers
- You are enrolled in an MBA or undergrad degree in Business, Commerce, Finance, Accounting, or related discipline.
- You have strong knowledge and understanding of financial statements and accounting principles
- You have prior experience in providing customer needs-based advice and solutions
- You have natural curiosity and passion for satisfying customer needs
- You have analytical skills and strong attention to detail
- You are able to use MS Word, Excel, PowerPoint, and Outlook effectively
- You have problem solving skills
- You have presentation skills
- You have the ability to operate in a fast-paced, constantly changing environment

**How do I apply?**

1. Complete your PLUM Profile here and save as a screenshot.

2. Complete a short one-way video interview here.
- **To be considered for student opportunities at Scotiabank, Tangerine, and MD Financial you must complete all steps above.**

Location(s): Canada : Ontario : Burlington || Canada : Ontario : Barrie || Canada : Ontario : Hamilton || Canada : Ontario : Mississauga

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.