Senior Client Service Associate, MD Signature

2 weeks ago

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

We are seeking a highly skilled Client Service Professional 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.
    Must Haves
    • 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.

  • Senior Client Service Associate, MD Signature

    2 weeks ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryAs a Senior Client Service Associate at MD Financial Management, you will play a critical role in delivering exceptional client experiences and deepening relationships with our clients. You will be responsible for championing a customer-focused culture, preparing and processing client documentation, and maintaining accurate client contact...

  • Senior Client Service Associate, MD Signature

    1 week ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Is this role right for you?In this role, you will be responsible for championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.You will be accountable for the preparation and processing of client documentation around account opening and transaction requests as directed by Advisors...

  • Senior Client Service Associate, MD Signature

    2 weeks ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Are you passionate about delivering exceptional client experiences?In this role, you will be responsible for championing a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Key responsibilities include:Preparing and processing client documentation around account opening and transaction...

  • Senior Client Service Associate, MD Signature

    1 week ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Is this role right for you?In this role, you will champion a customer-focused culture to deepen client relationships and leverage broader bank relationships, systems, and knowledge.Prepare and process client documentation around account opening and transaction requests as directed by advisors and portfolio managers, ensuring all regulatory requirements are...

  • Senior Client Service Associate, MD Financial Management

    2 months ago

    Montreal, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a unique opportunity to join MD Financial Management as a Senior Client Service Associate, where you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients, understanding their needs and...

  • Senior Client Service Associate

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryWe 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 ResponsibilitiesChampion a customer-focused culture to...

  • Senior Client Service Associate

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryWe 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 ResponsibilitiesChampion a customer-focused culture to...

  • Senior Client Service Associate

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job SummaryWe 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 ResponsibilitiesChampion a customer-focused culture to...

  • Senior Client Service Associate

    2 months ago

    Montreal, Quebec, Canada MD Financial Management Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Senior Client Service Associate. In this role, you will be responsible for delivering exceptional client experiences and building strong relationships with our clients.Key ResponsibilitiesChampion a customer-focused culture to deepen client relationships and leverage...

  • Senior Client Service Associate

    2 months ago

    Montreal, Quebec, Canada MD Financial Management Full time

    About the RoleThis is a unique opportunity to join MD Financial Management as a Senior Client Service Associate, where you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients, understanding their needs and...

  • Conseiller principal en services financiers

    2 weeks ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    ResponsabilitésLe conseiller principal en services financiers contribuera au succès global des services administratifs aux clients de MD, en s'assurant que les objectifs, les initiatives et les plans individuels sont exécutés et réalisés en accord avec les stratégies d'affaires et les objectifs de l'équipe. Elle veillera aussi à ce que toutes les...

  • Regional Manager, MD Wealth

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...

  • Regional Manager, MD Wealth

    1 month ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job Title: Regional Manager, MD WealthMD Financial Management is seeking a highly skilled and experienced Regional Manager to join our team. As a Regional Manager, you will be responsible for leading a team of advisors and driving business growth in your region.Key Responsibilities:Lead and manage a team of advisors to achieve business objectives and drive...

  • Chef de projet financier

    2 months ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    Titre du posteAssocié principal du service à la clientèle, Signature MDDescription du posteContexteLa Banque Scotia est l'une des principales institutions financières au Canada et dans les Amériques. Nous sommes à la recherche d'un Associé principal du service à la clientèle pour rejoindre notre équipe de Signature MD.ResponsabilitésContribuer au...

  • Chef de projet financier

    3 weeks ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    Titre du posteAssocié principal du service à la clientèle, Signature MDDescription du posteContexteLa Banque Scotia est l'une des principales banques canadiennes, offrant une gamme complète de services financiers aux particuliers, aux entreprises et aux sociétés. Nous sommes à la recherche d'un Associé principal du service à la clientèle pour...

  • Chef de projet financier

    3 weeks ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    Titre du posteAssocié principal du service à la clientèle, Signature MDDescription du posteContexteLa Banque Scotia est l'une des principales banques canadiennes, offrant une gamme complète de services financiers aux particuliers, aux entreprises et aux sociétés. Nous sommes à la recherche d'un Associé principal du service à la clientèle pour...

  • Chef de projet financier

    1 month ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    Titre du posteAssocié principal du service à la clientèle, Signature MDDescription du posteContexteLa Banque Scotia est l'une des principales banques canadiennes, offrant une gamme complète de services financiers aux particuliers, aux entreprises et aux sociétés. Nous sommes à la recherche d'un Associé principal du service à la clientèle pour...

  • Chef de projet financier

    1 month ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    Titre du posteAssocié principal du service à la clientèle, Signature MDDescription du posteContexteLa Banque Scotia est l'une des principales institutions financières au Canada et dans les Amériques. Nous sommes à la recherche d'un Associé principal du service à la clientèle pour rejoindre notre équipe de Signature MD.ResponsabilitésContribuer au...

  • Chef de projet financier

    4 weeks ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    Titre du posteAssocié principal du service à la clientèle, Signature MDDescription du posteContexteLa Banque Scotia est l'une des principales banques canadiennes, offrant une gamme complète de services financiers aux particuliers, aux entreprises et aux sociétés. Nous sommes à la recherche d'un Associé principal du service à la clientèle pour...

  • Chef de projet financier

    4 weeks ago

    Montreal, Quebec, Canada Gestion financière MD Full time

    Titre du posteAssocié principal du service à la clientèle, Signature MDDescription du posteContexteLa Banque Scotia est l'une des principales banques canadiennes, offrant une gamme complète de services financiers aux particuliers, aux entreprises et aux sociétés. Nous sommes à la recherche d'un Associé principal du service à la clientèle pour...