Client Service Specialist

2 days ago


Montreal, Quebec, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Client Service Specialist to join our Commercial Banking team in Montreal, QC. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Client Onboarding: Coordinate the collection of information from clients and various sources to assess their risk profile, ensuring compliance with regulatory requirements related to Know Your Client (KYC) and Anti-Money Laundering (AML).
  • Client Servicing: Support and resolve service-related matters raised by clients, including day-to-day servicing and credit-related activities such as carve-outs, drawdowns, and KYC refreshes.
  • Progress Updates: Provide timely status updates on the progress of various fulfillment, KYC, and AML onboarding and service requests, ensuring bottlenecks or delays are promptly escalated with a plan to resolve.
  • Risk Management: Understand and adhere to the Bank's risk appetite and risk culture, ensuring day-to-day activities and decisions align with these principles.
  • Operational Excellence: Actively pursue effective and efficient operations, ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations related to operational risk, regulatory compliance risk, AML/ATF risk, and conduct risk.
  • Team Collaboration: Champion a high-performance environment and contribute to an inclusive work environment, fostering strong relationships with internal partners and stakeholders.
Requirements
  • College/University degree or equivalent work experience.
  • Commitment to participate in other training requirements as determined by the Bank from time to time.
  • Strong commitment to excellent client service and ability to work with clients to resolve issues in an amicable and prompt manner.
  • Strong interpersonal skills to obtain agreements within Commercial Banking and partners.
  • Good knowledge of Commercial Banking partners and their involvement in servicing clients.
  • Good knowledge of the Commercial Banking Distribution structure and the role of other groups within Commercial Banking.
  • Thorough knowledge of the applicable software and technology platforms for Commercial Banking.
  • Working knowledge of the features and benefits of Commercial products and services.
  • Working knowledge of Microsoft Office applications.
Language Requirements

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French, as they will serve an English and French-speaking clientele frequently.



  • Montreal, Quebec, Canada Dialectica Full time

    Position: Client Services Specialist at DialecticaDialectica stands at the forefront of B2B information services, dedicated to delivering timely insights from industry specialists to leading business professionals globally. Our mission is to cultivate the most reliable knowledge-sharing platform, empowering informed decision-making and fostering societal...


  • Montreal, Quebec, Canada Dialectica Full time

    Job Title: Client Services Specialist at DialecticaDialectica stands at the forefront of B2B information services, dedicated to delivering real-time insights from industry specialists to leading business professionals globally. Our mission is to establish the most reliable knowledge-sharing platform, empowering informed decision-making and contributing...


  • Montreal, Quebec, Canada Harry Rosen Inc Full time

    Client Services SpecialistHarry Rosen Inc. is a distinguished retailer specializing in high-quality menswear, with a presence across Canada. With over 70 years of expertise in luxury menswear, we have earned recognition as one of Canada's Best Managed Companies.We are seeking a Client Services Specialist to enhance our Store operations. In this position,...


  • Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America. As the largest processor of cash, coin, and check in Canada and the US, we manage and move over $8B in cash every day serving the financial, commercial, government, and corporate sectors.The Senior Client Specialist – Retail oversees...


  • Montreal, Quebec, Canada GardaWorld Full time

    About the RoleGardaWorld Cash Services is a leading provider of customized end-to-end cash solutions in North America. As the largest processor of cash, coin, and check in Canada and the US, we manage and move over $8B in cash every day serving the financial, commercial, government, and corporate sectors.The Senior Client Specialist – Retail oversees...


  • Montreal, Quebec, Canada Desjardins Full time

    Position Overview As a Client Financial Services Specialist, you will collaborate closely with financial advisors to deliver tailored support to clients and members. Your role is pivotal in assisting advisors to provide services and nurture business relationships effectively. You will be empowered to address the immediate needs of clients and members by...


  • Montreal, Quebec, Canada People Corporation Full time

    Join Our Team as a Customer Care Expert At People Corporation, we are committed to empowering businesses with tailored solutions in social benefits, retirement, wealth management, well-being, and human resources. Our dedicated team of professionals serves clients nationwide, addressing the diverse needs of millions of Canadians. We prioritize creating...


  • Montreal, Quebec, Canada Harry Rosen Inc Full time

    Client Relations SpecialistHarry Rosen Inc. is a distinguished retailer specializing in high-quality menswear, with a presence across Canada. With over 70 years of expertise in luxury menswear, we have earned recognition as one of Canada's Best Managed Companies. We are seeking a Client Relations Specialist to enhance our Store operations. Your role will...


  • Montreal, Quebec, Canada Eventus Solutions Group Full time

    Position: Client Engagement Specialist - CCaaS Location: Remote options available Travel Requirements: Up to 25% Employment Type: Contract preferred or Full-time (one year duration) Are you a Client Engagement Specialist with a strong commitment to driving strategic initiatives and executing projects that align with client objectives? This role is pivotal in...


  • Montreal, Quebec, Canada Aon Full time

    Exciting Opportunity: Client Success Specialist at AonAon is seeking a Client Success Specialist to join their dynamic team in a commercial risk division. In this role, you will be responsible for delivering innovative solutions to clients and supporting the sales and broking teams.Key Responsibilities:Resolve client inquiries related to Aon Client...


  • Montreal, Quebec, Canada Ethnocare Full time $24

    Ethnocare is a pioneering organization focused on the innovation and commercialization of advanced orthopedic solutions, primarily designed for individuals with lower limb amputations. The company offers a diverse array of adaptive and progressive products that enhance the mobility and comfort of amputees. Our vibrant and forward-thinking team is eager to...


  • Montreal, Quebec, Canada Nuovophotography Full time

    Nuovo Artistic Photography is a distinguished creative studio dedicated to offering individuals an exceptional photography journey that emphasizes self-appreciation.As a Client Engagement Specialist at Nuovo Artistic Photography, your primary role will involve connecting with prospective clients via phone to present our unique photoshoot offerings.We seek...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Client Service Specialist, Commercial Banking Location: Montreal, QC Join a purpose-driven team committed to results in an inclusive and high-performing culture. As a Client Service Specialist, you will contribute to the overall success of the Commercial Bank in Canada, ensuring specific individual goals and objectives are executed while...


  • Montreal, Quebec, Canada Aon Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Success Specialist to join our dynamic team at Aon. As a key member of our Commercial Risk division, you will play a vital role in delivering innovative and effective solutions to our clients.Key ResponsibilitiesResolve client inquiries and provide exceptional customer serviceIdentify...


  • Montreal, Quebec, Canada Aon Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Success Specialist to join our dynamic team at Aon. As a key member of our Commercial Risk division, you will play a vital role in delivering innovative and effective solutions to our clients.Key ResponsibilitiesResolve client inquiries and provide exceptional customer serviceIdentify...


  • Montreal, Quebec, Canada BFL Canada Full time

    Become a Part of Our Team as a Client Support SpecialistBFL Canada is a prominent firm specializing in Risk Management, Insurance Brokerage, and Employee Benefits consulting services across North America. Our dedicated team is committed to delivering exceptional service and assistance to our clients, colleagues, and insurance partners.Your Responsibilities...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 205063Become part of a purpose-driven team that is dedicated to achieving results while fostering an inclusive and high-performing culture.The Client Service Specialist plays a vital role in the success of the Private Banking division by ensuring that specific individual objectives, plans, and initiatives are effectively executed to support...


  • Montreal, Quebec, Canada Nuovophotography Full time

    Nuovo Artistic Photography Client Engagement Specialist [Spanish/English]Nuovo Artistic Photography stands at the forefront of the semi-nude artistic photography industry. Our commitment is to inspire individuals to celebrate their true selves through a transformative photoshoot journey led by a talented all-female team.Position OverviewWe are seeking a...


  • Montreal, Quebec, Canada TradingScreen Full time

    Client Integration SpecialistCompany OverviewAt TradingScreen, we are at the forefront of delivering innovative trading and risk management solutions tailored for the financial sector. We are currently looking for a Client Integration Specialist who will collaborate with clients and internal teams, playing a pivotal role in our Professional Services...


  • Montreal, Quebec, Canada GardaWorld Full time

    Job SummaryWe are seeking a highly skilled Senior Client Specialist to join our team at GardaWorld. As a Senior Client Specialist, you will be responsible for overseeing client relations, handling escalations, and prioritizing communications.Key ResponsibilitiesAct as a privileged intermediary for the client, listening to their needs and requirements; serve...