16 Sep
|
Scotiabank
|
Ontario
16 Sep
Scotiabank
Ontario
Join Scotiabank’s inclusive team as a Client Service Associate in London, ON. Provide outstanding support to ensure client satisfaction and deepen relationships within the financial services sector.
Reporting to the Manager, Regional Administration, this role is integral to maintaining high service standards for MD clients. You'll champion a customer-focused culture, administrate operational tasks, and facilitate communication between clients and Financial Consultants. Your ability to respond effectively to inquiries is crucial for your success in this role.
Key Responsibilities:
• Champion client inquiries and support Financial Consultants' needs
• Book and prepare for client meetings, both virtual and on-site
• Process client documentation and manage transaction requests
• Ensure compliance with established MD service standards
• Collaborate on resolving complex client concerns
Requirements:
• Understanding of financial products and regulations
• College diploma or equivalent experience preferred
• CIRO approval as an Investment Representative required
• Skilled in Microsoft Office Suite and CRM2
• Solid organizational skills and flexibility
Utilize your client-focused mindset to support Scotiabank as a valued Team Member.
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📌 Scotiabank Client Service Associate Role (Ontario)
🏢 Scotiabank
📍 Ontario