Become a key player in wealth management as a Client Service Associate at Scotiabank, focusing on providing exceptional client support in a dynamic setting. 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 current 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.

📌 Wealth Management Client Service Associate Sydney
🏢 Scotiabank
📍 Sydney