Dealer Relations Relationship Manager (Toronto)

Dealer Relations Relationship Manager (Toronto)

19 Oct
|
Scotiabank
|
Toronto

19 Oct

Scotiabank

Toronto

Elevate customer connections as a Relationship Manager at Dynamic Funds, a Scotiabank subsidiary in Toronto. Foster relationships with distributor head offices and support fund operations effectively.In this key role, you will report to the Manager of Dealer Relations, emphasizing exceptional customer service to maintain operational relationships with external distributors. Your expertise in mutual funds operations will be critical in resolving issues and ensuring smooth processing. Travel to distributor locations is part of the role to strengthen these significant relationships.Key Responsibilities:Respond to inquiries from clients swiftly and courteouslyInvestigate FundSERV trade rejects and XML discrepanciesServe as a mutual funds subject matter expert for clientsTravel to distributor head offices as requiredSet up and maintain fund information in iFASTRequirements:Minimum of two years in mutual funds operationsCompletion of Canadian Securities Course or equivalentStrong knowledge of FundSERV and electronic processingExcellent problem-solving and time management skillsBilingualism in English and French is an assetStrengthen Dynamic Funds' client relationships through expertise in mutual fund operations and exceptional service.

📌 Dealer Relations Relationship Manager (Toronto)
🏢 Scotiabank
📍 Toronto

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