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Client Services Officer
4 weeks ago
Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine capital and common share equity. We provide tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.
Purpose
Contributes to the overall success of the District Office, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies and procedures.
The Client Services Officer is responsible for providing efficient and high-quality support to a team of Relationship Managers in the District Office environment. The incumbent provides administrative support on the day-to-day operations of the office. He/she supports Relationship Managers on new and existing deals by spreading financial statements, populating some components of the credit application*, preparing documents related to the deal, etc.
A high degree of professionalism is required as the CSO has frequent contact with clients, prospects, COI’s, lawyers, accountants, Roynat Executive Office and other Scotiabank partners.
Accountabilities
Education/experience and skills
Working condition
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