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Title:  Client Administration Officer - Toronto

 

 

 

Requisition ID: 159639

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

 

A Wealth of Opportunity awaits you at Dynamic Funds

 

As the successful candidate you will have the opportunity to...

  • Report directly to Assistant Manager, Client Administration;
  • Provide excellent service to clients by executing trade tickets and resolving service requests.

Key Responsibilities:

  • Accurate Processing of financial & non-financial mutual fund transactions;
  • Quality control of team tasks as required;
  • Review and action data integrity reports
  • Place outbound calls to resolve NIGO items;
  • Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication;
  • 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;
  • Work with Leadership Team to 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; perform other duties as required.

Skills and Experience:

  • Good call efficiency while maintaining quality customer service;
  • Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
  • Minimum 2 to 3 years experience in customer service or backoffice environment;
  • Good product knowledge (funds, account characteristics, industry knowledge);
  • Strong problem-solving skills;
  • Strong attention to detail;
  • Good verbal & written communication skills; must be comfortable creating documents and making presentations and recommendations
  • Ability to prioritize & organize incoming work;
  • Ability to coach and provide feedback to team members on performance
  • Able to cross train team members to perform team tasks
  • 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.

 

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.


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