Client Administration & Trade Support Specialist (Toronto)

Client Administration & Trade Support Specialist (Toronto)

28 Sep
|
Scotia Global Asset Management
|
Toronto

28 Sep

Scotia Global Asset Management

Toronto

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Client Administration Officer is responsible for providing excellent service to clients by executing trade tickets and resolving service requests. Is this role right for you? In this role you will: Accurately process financial & non-financial mutual fund transactions Perform Quality control of team tasks as required Review and action data integrity reports Place outbound calls to resolve NIGO items Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication Meet individual, team, and department Key Performance Indicators (KPI)



Investigate and track system issues and develop workarounds/solutions Work with leadership team to define and enhance procedures & update Policies and Procedures Work with Assistant Manager to ensure all team members are fully cross trained Work with the team to provide proactive solutions to problems and potential issues Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancements Participate in special projects/assignments; perform other duties asrequired. Skills Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: Minimum 2-3 years’ experience in a customer service or back-office workplace Knowledge of industry databases (i.E. iFast, AWD) is an asset Good product knowledge (funds,

📌 Client Administration & Trade Support Specialist (Toronto)
🏢 Scotia Global Asset Management
📍 Toronto

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