Service Support Officer, Private Banking, Scotia Wealth Management

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Service Support Officer to join our Private Banking team at Scotia Wealth Management. As a key member of our team, you will play a critical role in ensuring the success of our clients by delivering exceptional service and support.

Key Responsibilities
  • Provide exceptional client service and support, ensuring that all interactions are conducted in a professional and courteous manner.
  • Contribute to the overall success of the Private Banking team by executing specific individual goals, plans, and initiatives in support of the team's objectives.
  • Ensure all activities are conducted within compliance with governing regulations, internal policies, and procedures.
  • Deliver the desired client experience by consistently applying the service basics during all client interactions.
  • Provide support to the PB team with client concerns and complaints, raising any client complaints to the PB team that have been brought to the Service Support Officer's attention.
Requirements
  • Strong PC and keyboarding skills, including Microsoft Word and Excel.
  • Working knowledge of branch systems, including FFT, Intralink, Salesbuilder, Salesforce, me@scotiabank, Workhub, and ScotiaFX.
  • Working knowledge of the Bank's Private Banking, Small Business, and Retail Banking products and services, policies, and procedures.
  • High degree of flexibility to adapt to a wide variety of tasks and functions.
  • Ability to work independently and confidently within the authority and limits assigned.
  • Sensitivity to client needs and privacy.
Working Environment

As a Service Support Officer at Scotia Wealth Management, you will be working in a fast-paced and dynamic environment. You will be part of a team that is committed to delivering exceptional service and support to our clients. You will have the opportunity to work with a variety of stakeholders, including clients, colleagues, and senior management.

What We Offer

At Scotia Wealth Management, we offer a competitive compensation package, including a comprehensive benefits program, opportunities for professional development, and a dynamic and inclusive work environment. We are committed to creating a workplace that is inclusive and accessible for all employees.

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