Senior Client Services Specialist
4 weeks ago
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.
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