Senior Financial Service Representative
6 days ago
Company Overview
Scotiabank is a leading financial institution in the Americas, committed to helping our customers achieve success through a range of advice, products and services.
Estimated Salary Range: $50,000 - $70,000 per year, depending on experience.
Job Description
The Client Service Associate plays a critical role in providing exceptional service to clients, while working closely with Financial Consultants and Portfolio Managers to deliver high-quality support and advice.
Key Responsibilities:
- Provide sales, administrative and operational support to Financial Consultants and Portfolio Managers
- Respond to client inquiries and provide expert advice on MD products and services
- Process trade requests, documentation requests and transaction requests as required
- Maintain accurate records and databases for all client interactions
- Collaborate with other teams to develop and implement client contact strategies
- Establish and maintain a client contact plan to ensure regular communication with existing clients
- Support Financial Consultants and Portfolio Managers during client meetings
- Contribute to an inclusive work environment and champion a high-performance culture
Required Skills and Qualifications
- University or college graduate, preferably with a business or financial background
- Thorough understanding of the financial services industry and relevant regulations
- 3-5 years' experience in the financial services industry
- IR licensed with IIROC
- Proficient in Microsoft Windows and its applications, including Excel, Word, PowerPoint and Outlook
- Dedication to client service and strong organizational skills
- Excellent verbal and written communication skills
- Ability to work independently and as part of a team
- Strong attention to detail and follow-through skills
Benefits
As a valued member of our team, you can expect a comprehensive compensation package, including:
- A competitive salary range of $50,000 - $70,000 per year
- A defined contribution pension plan
- An employee share option purchase program
- Access to preferred banking, credit card, mortgage and home/auto insurance options
- Discounts through the WorkPerks program
- A generous paid time off program
Others
We are committed to creating a diverse and inclusive work environment that supports the well-being of our employees. If you require accommodation during the recruitment and selection process, please let us know.
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