Requisition ID: 153853

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

Wealth Management - Asset Management Operations

This position is hybrid and requires working from our Toronto downtown office 2-3 days per week.

PURPOSE OF JOB

We are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.

This is an excellent opportunity for individuals who have a passion for finance and would like a career driven by customer service. The candidate must be fluent in English as well as French. Strong verbal and written communication skills are required.

As the successful candidate you will have the opportunity to provide excellent service to clients by researching and resolving trade requests & you will report directly to the Assistant Manager, Client Administration. All new employees to Client Administration will complete an on-the-job training program.

KEY ACCOUNTABILITIES

• 
  Maintain a high level of service to our clients by ensuring that we process the client’s needs accurately and efficiently
• Sort, scan, index, incoming mail
• Process financial & non-financial mutual fund transactions
• Place outbound calls to resolve NIGO items
• Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication
• Investigate and track system issue and develop workarounds/solutions
• Work with Assistant Manager to define and enhance procedures
• Work with team to provide proactive solutions to problems and potential issues
• Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
• Patriciate in special projects/assignments; perform other duties as required

FUNCTIONAL COMPETENCIES

• 
  Minimum 2 to 3 years’ experience in customer service or back office environment
• Good call efficiency while maintaining quality customer service
• Knowledge of industry databases (i.e iFAST, AWD)
• Good mutual fund industry & product knowledge ( funds, account characteristics, industry knowledge)
• Strong problem-solving skills
• Strong attention to detail
• Good verbal & written communication skills
• Ability to prioritize & organize incoming work
• Excellent time management skills
• Ability to work in a fast-paced, constantly changing environment
• Ability to multi-task
• Ability to meet and maintain specified minimum productivity and quality standards

EDUCATIONAL REQUIREMENTS

• Completed post-secondary education
• Canadian Investment Funds Course is an asset

Location(s): Canada : Ontario : Toronto

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.