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 current 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 skills to effectively provide detailed information to various departments The ability to exercise sound judgment 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

📌 Client Onboarding Senior Representative (Toronto)
🏢 Scotiabank
📍 Toronto