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Senior Client Service Associate

2 months ago

Laval, Quebec, Canada Scotiabank Full time
Job Title: Senior Client Service Associate

At Scotiabank, we're committed to delivering exceptional client experiences. As a Senior Client Service Associate, you'll play a vital role in ensuring our clients receive the highest level of service and support.

Key Responsibilities:
  • Prepare and process client documentation, ensuring compliance with regulatory requirements and internal policies.
  • Manage client contact databases, maintaining accurate and up-to-date information.
  • Coordinate client meetings, prepare files, and respond to time-sensitive requests from advisors.
  • Assist in creating financial plans, entering data, and creating client family trees and corporate structure diagrams.
  • Liaise with third-party vendors to obtain client data for financial plans.
  • Review planning discovery summaries and ensure upcoming activities are documented in CRM.
  • Actively respond to client requests, ensuring an exceptional client experience.
Requirements:
  • College diploma in business, commerce, or equivalent.
  • 2 years of administrative experience in financial services, with internal experience preferred.
  • IIROC licensed or willingness to become licensed within 12 months.
  • Proficiency with Microsoft Office Suite and CRM2.

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and communities achieve success through a range of advice, products, and services.