Client Service Specialist, Private Banking

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Requisition ID: 205063

Become part of a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing environment.

The Client Service Specialist plays a vital role in the success of the Private Banking division by ensuring that specific individual objectives, plans, and initiatives are executed effectively to support the team's goals. This position is responsible for delivering outstanding personal service in all activities that support the Private Banking team. This includes ensuring that all operations are conducted in compliance with applicable regulations, internal policies, and procedures.

Is this position suitable for you? In this role, you will:

  • Enhance Client Satisfaction and loyalty through Service Excellence by:
  • Providing consistently exceptional client experiences and demonstrating 'Our Service Promise' by excelling in the fundamentals: Friendly, Willing to Assist, Efficient, and Professional.
  • Delivering outstanding service and support while employing innovative solutions to address Client and Private Banking Team service challenges, all while adhering to established policies and procedures.
  • Assisting the Private Banking Team with client inquiries and complaints, and escalating any client grievances to the team as necessary.
  • Contributing to the quality and efficiency of branch operations and ensuring compliance with regulatory and internal banking guidelines by:
  • Adhering to cash, custody, and security protocols and Bank policies at all times.
  • Accurately processing daily transactions and Service Requests from Salesforce initiated by the Private Banking Team and Clients.
  • Reporting fraudulent activities, unusual occurrences, and any issues or trends to your direct supervisor, Team Lead, or relevant compliance officers as appropriate.
  • Ensuring 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 and Guidelines for Business Conduct.

Do you possess the skills necessary to excel in this role? We would be eager to collaborate with you if you have:

  • Strong computer and typing skills, including proficiency in Microsoft Word and Excel.
  • Familiarity with branch systems (e.g., FFT; Intralink; Salesbuilder; Salesforce; Workhub; ScotiaFX).
  • A high degree of adaptability to manage a diverse range of tasks and responsibilities.
  • The ability to work independently and confidently within assigned authority and limits.
  • Sensitivity to client needs and confidentiality.
  • Efficient transaction execution with a high level of accuracy while consistently adhering to compliance guidelines established by the Bank.
  • Knowledge of Scotia Service and Complaints Resolution Standards and Procedures.
  • Fluency in English and French is required. Based on a language needs assessment conducted by Scotiabank, the successful candidate will be required to communicate in English as they will serve an English-speaking clientele.
What benefits can you expect?
  • The opportunity to make a lasting impact on an assigned portfolio of clients.
  • An inclusive culture that values and recognizes the contributions of our employees.
  • A commitment to making a positive difference in our communities - for you and your clients.

Scotiabank is a leading financial institution in the Americas. Guided by our purpose: "for every future", we assist our clients, their families, and their communities in achieving success through a comprehensive range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we appreciate the unique skills and experiences that each individual brings to the organization and are dedicated to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment and selection process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.

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