Senior Client Services Specialist

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time

Senior Client Service Associate

Become part of a successful team dedicated to achieving results within a diverse and high-performing environment.

Your contributions will be vital to the effectiveness of Client Administrative Services, ensuring that personal objectives and corporate strategies are met while adhering to regulatory standards.

Key Responsibilities:

  • Foster a client-centric culture to enhance relationships and utilize broader banking connections.
  • Prepare and manage client documentation for account setups and transactions.
  • Ensure the accuracy of the client contact database and maintain a follow-up system for annual assessments.
  • Organize client meetings and events, address client inquiries, and support financial planning efforts.
  • Assess and document client requirements in the CRM system, ensuring prompt responses to client requests.
  • Work collaboratively with other business units and external partners to gather client information for financial strategies.

Required Qualifications:

  • Post-secondary diploma in business or a related field.
  • A minimum of 2 years of administrative experience within the financial services sector.
  • Familiarity with financial products and services, along with proficiency in Microsoft Office applications.
  • Location: Canada

About Scotiabank:

Scotiabank stands as a prominent financial institution in the Americas, providing a comprehensive array of personal and commercial banking solutions. The bank is committed to fostering an inclusive and accessible environment for all individuals. Candidates are encouraged to apply online to be considered for available positions.



  • Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America. As the largest processor of cash, coin, and check in Canada and the US, we manage and move over $8B in cash every day serving the financial, commercial, government, and corporate sectors.The Senior Client Specialist – Retail oversees...


  • Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America. As the largest processor of cash, coin, and check in Canada and the US, we manage and move over $8B in cash every day serving the financial, commercial, government, and corporate sectors.The Senior Client Specialist – Retail oversees...


  • Montreal, Quebec, Canada Farm Credit Canada Full time

    Join Our Team as a Senior Client Relationship SpecialistPosition Overview:We are seeking a committed professional to become a part of our team as a Senior Client Relationship Specialist. In this capacity, you will play a crucial role in fostering and nurturing relationships with essential clients and potential customers within the agribusiness and agri-food...


  • Montreal, Quebec, Canada Axelon Canada Full time

    Position OverviewWe are seeking a Senior Client Support Specialist to join our dynamic team at Axelon Canada. This role requires a bilingual professional fluent in both French and English.Work ScheduleThe ideal candidate should be available to work from 10:30 AM to 6:00 PM, with the flexibility to start as early as 9:00 AM on certain days when necessary....


  • Montreal, Quebec, Canada BMO Financial Group Full time

    About the RoleBMO Financial Group is seeking a highly skilled Senior Client Service Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional operational service support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesClient Problem Resolution: Ensure...


  • Montreal, Quebec, Canada BMO Financial Group Full time

    About the RoleBMO Financial Group is seeking a highly skilled Senior Client Service Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional operational service support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesClient Problem Resolution: Ensure...


  • Montreal, Quebec, Canada GardaWorld Transport de valeurs Full time

    About the RoleGardaWorld Transport de valeurs is seeking a highly skilled Senior Client Specialist to join our team. As a Senior Client Specialist, you will be responsible for building and maintaining strong relationships with our banking clients, ensuring their needs are met and exceeded.Key ResponsibilitiesAct as a primary point of contact for clients,...


  • Montreal, Quebec, Canada GardaWorld Transport de valeurs Full time

    About the RoleGardaWorld Transport de valeurs is seeking a highly skilled Senior Client Specialist to join our team. As a Senior Client Specialist, you will be responsible for building and maintaining strong relationships with our banking clients, ensuring their needs are met and exceeded.Key ResponsibilitiesAct as a primary point of contact for clients,...


  • Montreal, Quebec, Canada GardaWorld Transport de valeurs Full time

    About UsGardaWorld Transport de valeurs is a leading provider of comprehensive cash management solutions in North America, specializing in secure transportation, cash management, vault management, ATMs, and cash dispensers.Our TeamWe have a network of secure branches and processing centers strategically located throughout North America, supported by advanced...


  • Montreal, Quebec, Canada Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled Senior Manager to lead our Client Service Management team. As a key member of our Commercial Sales & Service group, you will be responsible for providing exceptional operational service support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesProvide prompt and...


  • Montreal, Quebec, Canada Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled Senior Manager to lead our Client Service Management team. As a key member of our Commercial Sales & Service group, you will be responsible for providing exceptional operational service support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesProvide prompt and...


  • Montreal, Quebec, Canada GardaWorld Full time

    About GardaWorld Cash Services:GardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America, including secure transportation, cash management, cash vault processing, ATM and cash recycler services.As the largest processor of cash, coin and check in Canada and the US, we manage and move over $8B in cash every day...


  • Montreal, Quebec, Canada GardaWorld Full time

    About GardaWorld Cash Services:GardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America, including secure transportation, cash management, cash vault processing, ATM and cash recycler services.As the largest processor of cash, coin and check in Canada and the US, we manage and move over $8B in cash every day...


  • Montreal, Quebec, Canada Axelon Canada Full time

    Position OverviewWe are seeking a Senior Client Support Specialist to join our team at Axelon Canada. This role is essential for providing high-quality customer service and support.Key ResponsibilitiesRespond to complex customer inquiries with professionalism and efficiency.Document and monitor interactions in the call center system.Conduct thorough research...


  • Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America. As the largest processor of cash, coin, and check in Canada and the US, we manage and move over $8B in cash every day serving the financial, commercial, government, and corporate sectors.The Senior Client Specialist – Retail oversees...


  • Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America. As the largest processor of cash, coin, and check in Canada and the US, we manage and move over $8B in cash every day serving the financial, commercial, government, and corporate sectors.The Senior Client Specialist – Retail oversees...


  • Montreal, Quebec, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Manager to join our team at BMO Financial Group. As a key member of our Commercial Sales & Service team, you will be responsible for providing exceptional operational service support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesEnsure alignment...


  • Montreal, Quebec, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Manager to join our team at BMO Financial Group. As a key member of our Commercial Sales & Service team, you will be responsible for providing exceptional operational service support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesEnsure alignment...


  • Montreal, Quebec, Canada Dialectica Full time

    Position: Client Services Specialist at DialecticaDialectica stands at the forefront of B2B information services, dedicated to delivering timely insights from industry specialists to leading business professionals globally. Our mission is to cultivate the most reliable knowledge-sharing platform, empowering informed decision-making and fostering societal...


  • Montreal, Quebec, Canada Dialectica Full time

    Job Title: Client Services Specialist at DialecticaDialectica stands at the forefront of B2B information services, dedicated to delivering real-time insights from industry specialists to leading business professionals globally. Our mission is to establish the most reliable knowledge-sharing platform, empowering informed decision-making and contributing...