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Wealth Management Associate
2 months ago
We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Scotiabank. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our Financial Consultants and Portfolio Managers.
Key Responsibilities- Provide administrative and operational support to Financial Consultants and Portfolio Managers, ensuring timely and accurate completion of tasks and projects.
- Prepare and process client documentation, correspondence, and transaction requests, adhering to regulatory requirements and Scotiabank's policies and procedures.
- Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established service standards are met in a timely manner.
- Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance.
- Book client meetings, prepare files, send meeting reminders, and respond to time-sensitive requests from Advisors during client meetings.
- Process documentation related to new accounts and trade requests, confirming all regulatory requirements are adhered to.
- Identify opportunities, anticipate client needs, and partner with other lines of business to arrange mutually beneficial client contact strategies.
- Support and participate in the research and resolution of complex client concerns.
- Adhere to professional standards, including policies, procedures, and best practices, and professional codes of conduct related to client engagement, taking Scotiabank's risk appetite and culture into consideration.
- Ensure that monthly compliance-related tasks, such as compliance reporting logs and follow-up on non-compliant paperwork, are completed.
- Liaise with Accountants and third parties to provide tax documents or statements as requested.
- Perform other general office duties, including reception coverage as required.
- College diploma or university degree in business, commerce, or equivalent.
- 2 years' experience in an administrative or clerical position, preferably within the financial services industry.
- IIROC licensed as an Investment Representative, including the completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and 30-day training.
- Proficiency with Microsoft Office Suite.
- Working knowledge of CRM2.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank. We are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.
