City : Saskatoon, SK, CA, S7K0M2
Category : Office and Administrative Support
Industry : Finance
Employer : Scotiabank
Requisition ID: 145994
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.
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 Financial Consultants during client meetings
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
Complete file preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings
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
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 and general office duties as required
Education and Experience:
University or college degree, preferably with a business/financial background
A minimum of 3-5 years’ experience in an administrative or clerical position, preferably within the financial services industry
A 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
Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
Working knowledge of CRM2
Licensing Requirements:
Must be IIROC licensed as an Investment Representative, or become licensed within 12 months of hire, through the completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook for Securities Industry Professionals (CPH).
Competencies:
Dedication to client service
Strong organizational skills
Strong attention to detail and follow-through skills
Excellent verbal and written communication skills
Demonstrated pro-activity, initiative and resourcefulness
Ability to work independently or effectively within a team
Ability to manage multiple priorities in a fast- paced environment
Ability to effectively manage change
Results-oriented
Location(s): Canada : Saskatchewan : Saskatoon
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.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.
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