Client Service Specialist

7 days ago

Ottawa, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Investment Representative to join our team at Scotiabank. As an Investment Representative, you will be the primary point of contact for our clients, providing exceptional client service and executing trade orders on their behalf.

Key Responsibilities
  • Client Service
    • Provide prompt, accurate, and professional service to clients, ensuring call quality standards and an exceptional level of customer service are maintained.
    • Respond to client inquiries, troubleshoot basic technical problems, and research and resolve client problems.
    • Introduce clients to additional service offerings by identifying and initiating cross-sell and referral opportunities.
  • Trade Execution
    • Execute trade orders on behalf of clients, ensuring that every client experience is consistent with Scotia iTRADE's service standards.
    • Actively engage in client inquiries, problem-solving, and providing value-added client service to achieve First Call Resolution.
    • Liaise and collaborate with Manager to execute effective client solutions.
  • Risk Management
    • Minimize potential risk and harm for the business by identifying and resolving trading discrepancies efficiently and accurately.
    • Develop familiarity in areas including anti-money laundering, anti-terrorist financing, and privacy laws.
    • Actively adhere to all Guidelines for Business Conduct and Privacy policies.
  • Business Development
    • Solidify existing Scotia iTRADE business and create new business opportunities by initiating cross-sell and referral opportunities.
    • Recognize and appropriately action quality opportunities.
  • Team Collaboration
    • Build effective working relationships across the team and with various business lines and corporate functions.
    • Facilitate a culture of open and honest communication by actively participating and contributing to touchbases, team meetings, encouraging the generation of new ideas and approaches, and actively sharing knowledge and experience to enhance the development of all team members.
Requirements
  • 2+ years of industry experience.
  • Fluency in French.
  • A minimum of 1 year sales experience, including the ability to identify cross-sell and referral opportunities.
  • Broad investment product knowledge in Equities, Fixed Income & Mutual Fund Securities.
  • Strong attention to detail and the ability to recognize risk to the firm.
  • Ability to set and achieve goals, and work independently.
  • Strong communication / interpersonal skills.
  • Knowledge of back office functionalities.
  • Ability to adapt to a changing environment and duties, dependent on current situations and directives from management.
  • Expert knowledge of procedures related to securities settlement.
  • Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards.
  • College Diploma/University Degree.
Required Industry Courses
  • CSC.
  • CPH.
  • IIROC licensed as an IR and DFOL (Derivative Fund Options License).

  • Client Relations Specialist

    4 weeks ago

    Ottawa, Ontario, Canada the Ladders Full time

    Join Our Team as a Client Relations SpecialistAs a prominent player in the field of sustainable solutions, The Ladders is seeking dedicated Client Relations Specialists to enhance our team.Role Overview:The Client Relations Specialist plays a crucial role in maintaining the brand and market visibility of a well-respected sustainable solutions provider. This...

  • Client Relations Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Ontario Public Service Full time

    POSITION SUMMARY:Organization: Ontario Public ServiceDepartment: Office of the Worker AdviserLanguage Requirement: Bilingual English/FrenchEmployment Type: Temporary contract for up to 12 months with potential for extensionJob Classification: 08OAD - Office Administration 08Are you a proactive individual with a knack for fostering teamwork? Do you excel in...

  • Client Engagement Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Position: Client Engagement Specialist Join a results-oriented team dedicated to fostering an inclusive and high-achieving culture. Role Overview As a Client Engagement Specialist, you will embody the essence and spirit of our branches. At Scotiabank, our commitment is to prioritize our clients and assist them in reaching their financial aspirations. Our...

  • Client Support Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Client Support Specialist - Scotia iTRADEAs a vital member of the Trading and Service Email and Click-to-Chat Team, the Client Support Specialist (CSS) serves as the primary liaison for Scotia iTRADE clients through our inbound Contact Centre, primarily utilizing Email and Chat communication channels. The CSS is committed to delivering prompt, accurate, and...

  • Client Engagement Specialist

    4 weeks ago

    Ottawa, Ontario, Canada The RPM Groups Full time

    Job OverviewImmediate Openings for Entry-Level Client Engagement SpecialistsWe are seeking motivated individuals to become part of our dynamic team at The RPM Groups. Our organization focuses on consumer interactions and account management, and we are eager to welcome enthusiastic representatives.The Entry-Level Client Engagement Specialist should have a...

  • Client Engagement Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Agility PR Solutions Full time

    About Us: Agility PR Solutions empowers modern communicators with robust and user-friendly media outreach, monitoring, and analytics tools. For nearly two decades, Agility has assisted clients across various sectors and regions in identifying relevant journalists and influencers, fostering significant media connections, amplifying their narratives, tracking...

  • Client Engagement Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Agility PR Solutions Full time

    Who We Are: Agility PR Solutions equips modern communicators with innovative and user-friendly media outreach, monitoring, and analytics solutions. For nearly two decades, Agility has empowered clients across various sectors and regions to connect with relevant journalists and influencers, forge significant media relationships, amplify their narratives,...

  • Client Engagement Specialist

    4 weeks ago

    Ottawa, Ontario, Canada The RPM Groups Full time

    Job OverviewImmediate Openings for Entry-Level Client Engagement SpecialistsWe are seeking motivated individuals to become part of our dynamic team at The RPM Groups. Our organization focuses on consumer interactions and account management, and we are eager to welcome new talent into our workforce.The Entry Level Client Engagement Specialist should have a...

  • Refrigeration Specialist

    7 days ago

    Ottawa, Ontario, Canada HERITAGE SERVICE GROUP CANADA Full time

    About the RoleWe are seeking a highly skilled Refrigeration Specialist to join our team at Heritage Service Group Canada. As a key member of our team, you will be responsible for installing, maintaining, and repairing commercial kitchen equipment, including refrigeration systems, HVAC units, and cooking equipment.Key ResponsibilitiesDiagnose and troubleshoot...

  • Refrigeration Specialist

    1 week ago

    Ottawa, Ontario, Canada HERITAGE SERVICE GROUP CANADA Full time

    About the RoleWe are seeking a highly skilled Refrigeration Specialist to join our team at Heritage Service Group Canada. As a key member of our team, you will be responsible for installing, maintaining, and repairing commercial kitchen equipment, including refrigeration systems, HVAC units, and cooking equipment.Key ResponsibilitiesDiagnose and troubleshoot...

  • Client Account Specialist

    5 days ago

    Ottawa, Ontario, Canada People Corporation Full time

    Job SummaryWe are seeking a highly skilled Client Account Specialist to join our team at People Corporation. As a Client Account Specialist, you will play a critical role in providing administrative services to our clients, ensuring the smooth operation and administration of their benefits plans.Key ResponsibilitiesProvide exceptional customer service to...

  • Client Account Specialist

    5 days ago

    Ottawa, Ontario, Canada People Corporation Full time

    Job SummaryWe are seeking a highly skilled Client Account Specialist to join our team at People Corporation. As a Client Account Specialist, you will play a critical role in providing administrative services to our clients, ensuring the smooth operation and administration of their benefits plans.Key ResponsibilitiesProvide exceptional customer service to...

  • Client Support Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Boston Scientific Full time

    Location: Canada-ON-OttawaCore Values: Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High PerformanceAt Boston Scientific, we provide an environment where you can leverage your full potential by collaborating with a diverse and high-achieving team, addressing some of the most pressing challenges in the healthcare sector. With...

  • Client Relations Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Paycom Full time

    Compensation: $45/HRJob Location: Grapevine Office Position Type: Full Time Education Requirement: Bachelor's Degree Job Category: Client Setup & Service Role Overview: The Client Relations Specialist is responsible for nurturing and developing relationships with a designated portfolio of long-term clients through effective communication channels such as...

  • Client Trade Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Be part of a purpose-driven team that values results and fosters an inclusive, high-performance culture. Scotiabank is seeking a dedicated and enthusiastic Client Trade Specialist to enhance our team. In this role, you will play a crucial part in the seamless execution of trade requests and addressing inquiries through online platforms, phone calls, and...

  • Client Success Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Assent Full time

    Position Summary:Assent is a prominent player in the supply chain sustainability sector, seeking passionate Client Success Specialists to enhance our team. In this role, you will be pivotal in fostering customer satisfaction and nurturing robust relationships. If you are enthusiastic about client service and adept at project coordination, we invite you to...

  • Bilingual Client Support Specialist

    4 weeks ago

    Ottawa, Ontario, Canada People Corporation Full time

    Job Overview We are looking for a Bilingual Client Support Specialist to become a vital part of our People Corporation team. The Bilingual Client Support Specialist will primarily handle telephone and in-person inquiries while communicating with members of various plans regarding issues such as coverage, enrollments, terminations, and beneficiaries....

  • Bilingual Client Support Specialist

    4 weeks ago

    Ottawa, Ontario, Canada People Corporation Full time

    Position Overview We are looking for a Bilingual Client Support Specialist to become a vital part of our People Corporation team. The Bilingual Client Support Specialist will primarily handle telephone and in-person inquiries, as well as communicate with members regarding various aspects such as coverage, enrollments, terminations, and beneficiaries....

  • Client Relations Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Premiumreal Technologies Inc. Full time

    Position Overview:We are seeking a dedicated Client Relations Specialist to join our team at Premiumreal Technologies Inc.. This role is essential in fostering effective communication and ensuring client satisfaction.Qualifications:Education: Completion of a college program, CEGEP, or a non-university certificate/diploma from a 1 to 2-year...

  • Client Relations Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Mobile Auto Solutions, LLC Full time

    Company: Mobile Auto Solutions, LLCJob Overview:The Client Relations Specialist is tasked with delivering outstanding customer service. This role involves managing interactions with clients and insurance providers while offering comprehensive administrative assistance to the Service Team.Primary Responsibilities:Implement the WOW (Wow Operating Way) strategy...