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Client Service Associate
3 weeks ago
Requisition ID: 148269 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Service Associate is responsible for providing sales, administrative and operational support to assist Financial Consultants & Portfolio Managers in maintaining high standards for all clients. - Duties & Responsibilities: (What you will do) Sales & Service Support: - Provide service and sales support to Financial Consultants and Portfolio Managers including contact management and opportunity management - Respond effectively to all inquiries from current and prospective clients concerning MD products and services - Use your knowledge about products & services to identify opportunities and anticipate client needs - Process trade requests and ensure all regulatory requirements are met - Process documentation requests and input transaction requests as required - Work with other lines of business to arrange mutual client contact strategies - Establish and maintain a client contact plan to ensure all existing clients are contacted regularly and that Financial Consultants and Portfolio Managers in-house and road-trip schedules are full. - Respond to last minute requests from advisor during client meetings - Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. - Actively pursues effective and efficient operations of his/her 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. - Champions a high performance environment and contributes to an inclusive work environment. - Administrative Support: - Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter - Provide expertise, support and participate in the research of complex client issues - Completed file preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings, as required - Prepare and process new account documentation as required - Operational Support: - Update database for all client contact, ensuring that all client information and notes are recorded correctly - Maintain monthly compliance related tasks as required - Liaise with accountants and third parties, as required - Prepare business correspondence to clients and third parties - Keep current of marketing initiatives - Participate in short-term and ongoing projects as required - Provide Reception coverage as required - General office duties as required - Education & Experience: (What you need) - A university or college graduate, preferably with a business/financial background - Thorough understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues - 3-5 years’ experience in the Financial Services industry - Must be IR licensed with IIROC - Working knowledge of CRM2 - Competency Requirements: (What you bring) - Dedication to client service - Strong organizational stills - Strong attention to detail and follow-through skills - Excellent verbal and written communication skills - Demonstrated pro-activity and initiative - Ability to work independently - Strong team player - Ability to manage multiple priorities in a fast-paced environment - Ability to effectively manage change - Results-oriented Location(s): Canada : Ontario : Richmond Hill || Canada : Ontario : Whitby Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
