Description

 

 

 

Requisition ID: 210475

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

 

As a Client Administration Officer, you will provide excellent service to clients by executing trade tickets and resolving service requests.

 

Is this role right for you? In this role you will:

  • Accurately process financial & non-financial mutual fund transactions
  • Ensure quality control of team tasks
  • Review and action data integrity reports
  • Place outbound calls to resolve NIGO (Not In Good Order) items
  • Respond to escalated calls from clients and provide appropriate resolution and knowledge
  • Meet individual, team, and department Key Performance Indicators (KPI)
  • Investigate and track system issues and develop workarounds/solutions
  • Work with Leadership Team to define and enhance procedures and update policies and procedures
  • Work with Assistant Manager to ensure all team members are fully cross trained
  • Work with team to provide proactive solutions to problems and potential issues
  • Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement
  • Participate in special projects/assignments and perform other duties as required

 

The Must Haves:

  • Bilingual (English/French) is required
  • A minimum of 2 to 3 years’ experience in a client service or back-office environment
  • Knowledge of industry databases (i.e., iFast, AWD) is an asset
  • Good product knowledge (funds, account characteristics, industry knowledge)

 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • Strong problem-solving skills
  • Strong attention to detail
  • Effective verbal & written communication skills with an ability to create documents and facilitate presentations and recommendations
  • An ability to prioritize & organize incoming work
  • An ability to coach and provide feedback to team members on performance
  • The ability to cross train team members to perform team tasks
  • Excellent time management skills
  • An ability to work in a fast-paced, constantly changing environment
  • The ability to multi-task and meet and maintain specified minimum productivity and quality standards

 

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. 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.