27 Sep
|
Scotiabank
|
Winnipeg
27 Sep
Scotiabank
Winnipeg
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Title: Client Onboarding Senior Representative Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies.
This is a 12-month term position.
Is this role right for you? In this role you will:
Review, analyze and approve//reject documents for completion and accuracy using various system applications
Provide support on account opening related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures
Adhere to processing deadlines within established Service Level Agreement (SLA), ensuring customer satisfaction and processing efficiency levels are met and maintained
Maintain client account integrity by performing sundry 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:
Post secondary education
Canadian Securities Course (CSC) is an asset
Proficient in Microsoft Word, Excel, and Power Point
Effective communication skillsto effectively provide detailed information to various departments The ability to exercise soundjudgment in the prioritization of workload The ability to manage multiple interruptions while maintaining workload An ability to rapidly respond to inquiries in an intelligent and informed fashion The ability to manage conflicting priorities, aggressive delivery or problem resolution lead time, and highly valuable, extremely sensitive customer relationships A reactive and proactive focus on client service, industry regulations and product requirements
Strong attention to detail
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 setting 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.
📌 Client Onboarding Senior Representative (Winnipeg)
🏢 Scotiabank
📍 Winnipeg