Specialist, Account Opening & Client Portal and CRM Support (6 month contract)

Requisition ID: 239638

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

The Account Opening Specialist will be responsible for executing new account openings, providing internal CRM support and the online client portal.  In this role, the candidate/employee will work with and provide support to the investment teams, their clients and our primary custodian contacts.  

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

Key areas of responsibilities include new account opening, online client portal, CRM support.

• Monitor new account transfers, both in-cash and in-kind, and reconcile against account statements.  
• Liaise with external custodian contacts and internal stakeholders to ensure timely account transfers.
• Accurate set up of new accounts and review of documents in preparation for transfers and trading.
• Set up of invoices and information in the system
• Process client requests for online portal access and execute required set up.
• Provide technical support to clients and their investment team.
• Work to improve the client experience online and with the CRM tool. 
• Support and train users on tools and processes, with particular focus on CRM.
• Further develop use of CRM by helping improve processes, inputting data and ensuring its integrity.
• Assist team with ad hoc tasks such as data entry, reporting data and quality controls.

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

• Exceptional customer service and communication skills.
• Ability to help others gain confidence in using digital applications. 
• Strong organizational and time management skills.
• High-level of attention to detail and accuracy.
• Knowledge of market values, book values, asset classes and security identifiers.
• Advanced knowledge of Microsoft Office tools: Word, Excel and PowerPoint.
• Previous experience with CRM, APX and Bloomberg is considered an asset.

Education & Experience:

• Bachelor in Business or another related field
• 3-5 years of work experience in a similar role
• Investment industry experience preferred (Brokerage, Investment Management or Trust Company)
• Strong knowledge of Excel and experience with Microsoft Office Suite
• Strong customer service.
• Reliable, with a good sense of judgment.
• Excellent communication skills both written and verbal in English and French is required.
• High levels of self-motivation and self-discipline.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. 

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. Jarislowsky, Fraser Limited (“JFL”) is a wholly-owned subsidiary of The Bank of Nova Scotia (“Scotiabank”) and operates as a distinct business division. JFL manages the portfolios of pension funds, foundations and endowments, corporations and high-net-worth individuals in Canada and internationally.

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.