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Client Relations Specialist
3 months ago
Requisition ID: 203305
Join a purpose-driven team that is dedicated to achieving results within an inclusive and high-performing culture.
As a Client Relations Specialist, your primary role will be to deliver administrative and operational assistance to Financial Consultants and Portfolio Managers.
Key Responsibilities:
- Provide exceptional service and sales support to Financial Consultants and Portfolio Managers, addressing inquiries from both current and prospective clients regarding MD products and services.
- Be responsible for the preparation and processing of client documentation, drafting correspondence for clients and third parties, and entering transaction requests.
- Maintain a follow-up system for inquiries, complaints, and issue resolution, ensuring compliance with established MD service standards in a timely manner.
- Develop and uphold a strategy to ensure regular contact with existing clients and prepare necessary paperwork for meetings in advance.
- Schedule client meetings, organize files, send meeting 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-up on non-compliant documentation.
- Coordinate with Accountants and third parties to provide tax documents or statements as requested.
- Perform 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' experience in an administrative or clerical role, preferably within the financial services sector.
- IIROC licensed as an Investment Representative, which includes completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and a 30-day training program.
- Proficiency in Microsoft Office Suite.
- Working knowledge of CRM2.
Skills Required:
- A strong commitment to client service.
- Excellent organizational abilities.
- Meticulous attention to detail and follow-through.
- Outstanding verbal and written communication skills.
- Resourcefulness and initiative.
- Ability 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 wide 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 each individual contributes to the organization and are committed to fostering an inclusive and accessible environment for all. If you require accommodation during the recruitment and selection process, please inform our Recruitment team. Candidates must apply directly online to be considered for this role. We appreciate all applicants for their interest in a career at Scotiabank; however, only those selected for an interview will be contacted.
