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.