Senior Client Service Associate

3 days ago

Montreal, Quebec, Canada MD Financial Management Full time
Job Summary

We are seeking a highly skilled and motivated Senior Client Service Associate to join our team at MD Financial Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and building strong relationships with our clients.

Key Responsibilities
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Accountable for the preparation and processing of client documentation around account opening and transaction requests as directed by Advisors and Portfolio Managers while ensuring all regulatory requirements are adhered to.
  • Responsible for maintaining the currency and accuracy of the client contact database (CRM), ensuring all applicable information and notes are recorded correctly.
  • Play an important role in booking on-site and virtual client meetings, as well as coordinating meetings between Signature Advisors, Signature Planners, and local specialists.
  • Ensure that monthly compliance-related tasks such as following up on non-compliant paperwork, pending documentation logs, security, and cheque logs are completed.
  • Assist in creating financial plans for Signature clients by entering financial data in the software as well as creating client family trees and corporate structure diagrams.
  • Partner with other lines of business to arrange mutual client growth and contact strategies.
  • Liaise with third parties (Accountants & Lawyers) to obtain client data for financial plans.
  • Have a deep understanding of financial documents and how they interplay with the clients' circumstances in order to elevate the advisor's ability to service their clients.
  • Review the planning discovery summaries and ensure upcoming activities and responsibilities are clearly documented in CRM (MX360) and assigned to the appropriate parties.
  • Actively respond to client requests with an eye to affording an exceptional client experience and ensuring the client's unique circumstances/concerns are managed by the applicable MD expert.
  • In cooperation with the MD Marketing team and your Advisor, you will assist with marketing campaigns and participate in client events to prospect and further discuss the MD Signature offering.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
  • Champions a high-performance environment and contributes to an inclusive work environment.
Requirements
  • A commitment to an exceptional client experience - the ability to quickly build and nurture authentic and trusted relationships, regularly delivering an exemplary level of service.
  • A sense of urgency - what's important to the client is equally important to you. You thrive on getting things done and done well.
  • The ability to work independently and as part of a broader team, always seeking out new ways to collaborate and contribute and finding ways to adapt and thrive in an ever-changing environment.
  • You embrace change - thriving in a diverse environment of ever-changing and competing priorities.
  • A dedication to organizational efficiency - maintaining a strong attention to detail coupled with the ability to follow up and follow through in a results-oriented fashion.
  • A high level of comfort in working in a high-paced environment with multiple and often competing priorities.
Education and Experience
  • College diploma in business, commerce, or equivalent.
  • 2 Years of administrative experience in financial services, internal experience preferred.
  • IIROC licensed or the willingness to become licensed within 12 months of hire through the completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook for Securities Industry Professionals (CPH).
  • Completion of the Life License Qualification Program (LLQP) is an asset.
  • Demonstrated knowledge of the financial services industry and rules regarding estates, trusts, RESPs, RRSPs/RRIFs, TFSAs, mutual funds, and other investment products.
  • Proficiency with Microsoft Office Suite.
  • Working knowledge of CRM2.

In accordance with the language needs assessment conducted by Scotiabank, the selected individual must be able to communicate in English, in addition to French, as they will closely collaborate with other corporate groups primarily working in English.

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