Title:  Client Administration Officer

Requisition ID: 250699 

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

The Client Administration Officer provides back-office support to our Dynamic Funds clients by providing excellent service to clients by researching and resolving trade requests.

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

• Maintain a high level of service to clients by ensuring the client’s requests are processed accurately and efficiently
• Sort, scan, and index incoming mail
• Process financial & non-financial mutual fund transactions
• Place outbound calls to resolve issues
• Respond to escalated calls from clients and provide appropriate resolution and knowledge
• Investigate and track system issues and develop workarounds/solutions
• Work with the leader to define and enhance procedures
• Proactively work with the team to provide solutions to problems and potential issues
• Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
• Participate in special projects/assignments and perform other duties as required

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

• Completed post-secondary education
• A minimum of 2 to 3 years’ experience in client service or back-office environment
• Knowledge of industry databases (i.e., iFAST, AWD)
• Knowledge of the mutual fund industry & products (funds, account characteristics, industry knowledge)
• Canadian Investment Funds Course is an asset
• Strong problem-solving skills
• Strong attention to detail
• Effective verbal & written communication skills
• An ability to prioritize & organize incoming work
• Excellent time management skills
• An ability to work in a fast-paced, constantly changing environment
• An ability to multi-task
• An ability to meet and maintain specified minimum productivity and quality standards
• The ability to maintain good call efficiency while maintaining quality client service

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.