Become a key player in wealth management as a Client Service Associate at Scotiabank, focusing on providing exceptional client support in a dynamic environment. Enjoy a blend of in-office and virtual efforts.

Your role will be instrumental in ensuring high standards of service for MD clients, working closely with Financial Consultants and Portfolio Managers. Accountability for preparing client documentation and facilitating meetings will be essential parts of your daily responsibilities, while also navigating complex inquiries with ease.

Key Responsibilities:
• Support Financial Consultants with client inquiries and documentation
• Prepare for and manage client meetings and follow-ups
• Process documentation for new accounts and trade requests




• Resolve complaints efficiently while adhering to service standards
• Partner with teams to enhance client contact strategies

Requirements:
• Degree or diploma in business, commerce, or equivalent
• Familiarity with investment products and regulations
• CIRO Investment Representative designation
• Proficient in Microsoft Office Suite
• Detail-oriented with robust follow-up abilities

Strengthen client relationships and contribute to Scotiabank's wealth management goals.
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📌 Wealth Management Client Service Associate (Nova Scotia)
🏢 Scotiabank
📍 Nova Scotia