Private Banking Client Service Associate Jobs

Previous Client/Customer Representation telephone/call centre experience

Excellent communication skills (bonus if Bilingual in French)

Client Service Representative, Banking Onboarding– Mandatory Skills

Client Service Representative, Banking Onboarding- Preferred Skills

1st Team: Product Onboarding processing & detailed Admin

2nd Team: Navigational and Product Support via incoming calls

All correspondence is to be attached and documented in Broker Management System by CSA. Qualifications:

Strong written, oral communication and presentation skills

High attention to detail with strong organizational skills

Paid Vacation and Personal Days

Paid Vacation & Personal Days

Client Service Associate is responsible for maintaining retention of current portfolio business by facilitating processes and procedures with efficiency.

Adhere to all policies and procedures and maintain a culture and operation of risk management

Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Prepare documentation and provide updates to IAs in preparation for client meetings

Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities

Accept/create leads and ensure correct referral coding administration

0-3 years of work experience

A client service mentality, ensuring you provide the best experience to our experts

Knowledge of other languages such as German, Italian, Spanish, Japanese, Korean, and/or Mandarin is an asset

Academic achievement gained in any undergraduate field (Bachelor’s degree or higher)

Participation in extracurricular activities with proven records of leadership

Strong interest and passion for the business world

Minimum of 2 to 3 years of banking experience

Strong written and verbal communication skills in English

Strong working knowledge of Microsoft Office Suite

Post-secondary education in Commerce or Business Administration

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Opportunities to take on progressively greater accountabilities

Strong knowledge of social media management (Hootsuite, LinkedIn, Twitter)

Manage and update the company website

Provide friendly and professional client experience from incoming calls, e-mail, and on-site visits

2+ years of experience in a similar work environment

Strong attention to detail and communication skills

Knowledge of VFX and/or film/television industry is an asset

Proactively assist with client management of appointments and scheduled meetings / calls

Be a key support to the administrative activities and responsibilities of the team

Manage all aspects of account opening and documentation and maintain client cash flows and balances

Minimum of 2 years' experience in a similar role in the Investment Industry

Must have strong organizational skills and meticulous attention to detail

Gain a breadth of experience and exposure to the global WM platform

10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.

Administers and processes documentation related to client files and regulatory requirements.

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Meticulous attention to detail and excellent time management skills

Proactively assist with client management of appointments and scheduled meetings/calls

Be a key support to the administrative activities and responsibilities of the team

Manage all aspects of account opening and documentation and maintain client cash flows and balances

Strong written and verbal communication skills

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Working knowledge of the roles and responsibilities of the CBCC; RBSC; Global Operations

Delivering the desired Client Experience by consistently applying the Service basics **during all Client/ PB team interactions.

Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate.

Demonstrating respect and knowledge in interactions with the APB/Banker

Strong PC and Keyboarding Skills, including Microsoft word and excel.

Working knowledge of branch systems (i.e., FFT; Intralink; Salesbuilder; Salesforce; me@scotiabank; Workhub; ScotiaFX)

Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Verbal & written communication skills - Good.

Collaboration & team skills - Good.

Minimum of 2 to 3 years of banking experience

Strong written and verbal communication skills in French and English (in order to serve English-speaking clients in the Québec market)

Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)

Post-secondary education in Commerce or Business Administration

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Opportunities to take on progressively greater accountabilities

Post-Secondary education (College or University)

2 years of front-line Customer Service experience

Prioritizing your well-being (Wellness Program, flexible health benefits, employee assistance)

Promoting balance (flexible schedules, generous time off, and work from home options)

Helping you grow in your career (education assistance, internal mobility)

Handling high-volumes of requests in a timely and accurate manner