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 and Portfolio Managers, ensuring all regulatory requirements are adhered to.

Additionally, you will lead the tracking and management of Investment Policy Statements (IPS) and Know Your Client (KYC) documentation.

You will also be responsible for maintaining the currency and accuracy of the client contact database (CRM), ensuring all applicable information and notes are recorded correctly.

Furthermore, you will maintain a follow-up system for annual reviews, inquiries, and issues, ensuring expeditious resolution based on MD specified service standards.

You will 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.

You will prepare files, send meeting reminders, respond to time-sensitive requests from Advisors during client meetings, track opportunities, prepare correspondence, and ensure a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services.

Monthly compliance-related tasks such as following up on non-compliant paperwork, pending documentation logs, security, and cheque logs will be completed.

You will assist in creating financial plans for Signature clients by entering financial data in the software, creating client family trees, and corporate structure diagrams.

You will also have a deep understanding of financial documents and how they interplay with the clients' circumstances to elevate the advisor's ability to service their clients.

You will review the planning discovery summaries and ensure upcoming activities and responsibilities are clearly documented in CRM (MX360) and assigned to the appropriate parties.

You will 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.

You will understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.

You will actively pursue 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.

You will champion a high-performance environment and contribute to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role?

We're looking for someone with a commitment to an exceptional client experience, the ability to quickly build and nurture authentic and trusted relationships, and regularly delivering an exemplary level of service.

We're also looking for someone with a sense of urgency, the ability to work independently and as part of a broader team, and embracing change.

A dedication to organizational efficiency, a high level of comfort in working in a high-paced environment with multiple and often competing priorities, and proficiency with Microsoft Office Suite are also essential.

The Must Haves:

A 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, and proficiency with CRM2 are required.

Language: English, French

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