Client Service Representative

2 weeks ago


Ottawa, Canada MD Financial Management Full time

**Requisition ID**: 178845 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management Inc, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Representative to join our team. **Is this role right for you? In this role you will**: - Be accountable for delivering a superior client experience through building trusted relationships and collaborating with peers across the organization - You will lead the identification and troubleshooting of web issues that require advanced technical support - You will contribute to the overall success of the Client Services team through the achievement of departmental goals, policy, and procedure compliance, and by meeting or exceeding service level agreements **The Must Haves**: - Bilingual (French/English) is required - Front-line experience within a contact center environment, preferably in the financial services industry - Completion of the Canadian Securities Course (CSC) is considered an asset - Sales experience within the financial services industry **Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**: - A commitment to an exceptional client experience - using your ability to understand the client’s perspective quickly and clearly by providing timely and tailored solutions. - A sense of urgency - what is important to the client is equally important to you. You make getting things done a priority. - Unparalleled attention to detail - an understanding of the importance of efficiency and accuracy to overall client satisfaction. - The flexibility to work independently and as part of a broader team. - An ability to embrace change - thriving in a diverse environment of ever-changing priorities. - A dedication to ongoing learning - not only related specifically to your role, but also other concerns that may impact your client. **What’s in it for you?** - We are big proponents of life-work integration and provide the flexibility and tools to achieve such. - We believe an inclusive and diverse work environment makes for happy and productive employees. - We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families. - We know that financial security is important to you, and we are here to help - competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program. - We realize time away to recharge is a non-negotiable - we offer a generous paid time off program. - We understand that cost-effective banking solutions means more money in your pocket - we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts. - We love discounts. Through the WorkPerks program, you will have access to thousands of discounts with various vendors across Canada. Location(s): Canada : Ontario : Ottawa 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.



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