Client Relations Specialist

4 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 203305

Join a purpose-driven, high-achieving team that is committed to delivering results within an inclusive and dynamic culture.

As a Client Relations Specialist, your primary responsibility will be to provide administrative and operational assistance to Financial Consultants and Portfolio Managers.

Key Responsibilities:

  • Deliver exceptional service and sales support to Financial Consultants and Portfolio Managers, addressing inquiries from both current and prospective clients regarding MD products and services.
  • Oversee the preparation and processing of client documentation, including drafting correspondence for clients and third parties, as well as entering transaction requests.
  • Maintain a systematic follow-up process for inquiries, complaints, and issue resolution, ensuring compliance with established MD service standards.
  • Develop and uphold a strategy to ensure regular communication with existing clients, preparing necessary documentation for meetings in advance.
  • Schedule client meetings, organize files, send reminders, and respond to urgent requests from Advisors during client interactions.
  • Process documentation related to new accounts and trade requests, ensuring adherence to all regulatory requirements.
  • Identify opportunities, anticipate client needs, and collaborate with other business lines to create mutually beneficial client engagement strategies.
  • Assist in the research and resolution of various complex client issues.
  • Adhere to professional standards, including policies, procedures, and best practices related to client engagement, while considering Scotiabank's risk appetite and culture.
  • Ensure completion of monthly compliance-related tasks, such as compliance reporting logs and follow-ups on non-compliant documentation.
  • Coordinate with Accountants and third parties to provide requested tax documents or statements.
  • Perform other general office duties, including reception coverage as needed.

Qualifications:

  • College diploma or university degree in business, commerce, or a related field.
  • A minimum of 2 years of experience in an administrative or clerical role, preferably within the financial services sector.
  • IIROC licensed as an Investment Representative, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), along with 30 days of training.
  • Proficient in Microsoft Office Suite.
  • Familiarity with CRM2.

Essential Skills:

  • A strong commitment to client service.
  • Excellent organizational skills.
  • Meticulous attention to detail and follow-through capabilities.
  • Outstanding verbal and written communication skills.
  • Proactive and resourceful attitude.
  • Able to work independently or collaboratively within a team.
  • Capability to manage multiple priorities in a fast-paced environment.
  • Adaptability to effectively manage change.
  • A focus on achieving results.

Location: Canada : Ontario : Toronto

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

At Scotiabank, we value the unique skills and experiences that each individual contributes 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. We appreciate all applicants' interest in a career at Scotiabank; however, only those selected for an interview will be contacted.

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