Title: Client Onboarding Senior Representative

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.

Provide support on account opening related queries by remaining current and informed on existing and recent 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

Post secondary education

Canadian Securities Course (CSC) is an asset

Proficient in Microsoft Word, Excel, and Power Point

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

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.

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.

#

📌 Customer Care Specialist Senior (Toronto)
🏢 Scotiabank
📍 Toronto