Financial Services Associate
3 weeks ago
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 various advice, products, and services. As a Financial Services Associate - Client Support Specialist, you will play a vital role in providing administrative support to our Financial Consultants and Portfolio Managers.
Key Responsibilities:- Provide exceptional service and sales support to clients, responding to inquiries concerning Scotiabank's products and services.
- Prepare and process client documentation, correspondence, and transaction requests while adhering to regulatory requirements.
- Maintain a follow-up system for client inquiries, complaints, and problem resolution, ensuring timely adherence to established standards.
- Establish and maintain a plan to ensure regular contact with existing clients and prepare necessary paperwork in advance.
- Coordinate client meetings, prepare files, send reminders, and respond to time-sensitive requests from advisors during meetings.
- Process new account and trade documentation, confirming all regulatory requirements are met.
- Identify opportunities, anticipate client needs, and partner with other lines of business to develop mutually beneficial client contact strategies.
- Support the research and resolution of complex client concerns.
- College diploma or university degree in business, commerce, or equivalent.
- At least 2 years' experience in an administrative or clerical position, preferably in the financial services industry.
- IIROC licensed as an Investment Representative, including completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
- Proficiency with Microsoft Office Suite.
- Familiarity with CRM2.
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