Scotiabank Hiring for Client Service Associate at Halifax, NS Full Time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Summary:
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

Proficient in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook

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 : Nova Scotia : Halifax

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. 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.