Drive accurate client onboarding for Scotiabank’s Commercial Banking clients in Markham, coordinating information, risk requirements, and account activation.
This Client Service Specialist works across Commercial Banking Distribution to support Relationship Managers and business clients. The position coordinates internal departments, gathers required information, assesses client risk profiles, and helps deliver ongoing day-to-day banking support. Transparent expectations and timely follow-through matter.
Key Responsibilities:
Collect accurate client information for onboarding requirements
Support assessment of client risk profiles and compliance needs
Coordinate departments activating client accounts promptly
Resolve service challenges and escalate when required
Maintain consistent experiences under Scotiabank service standards
Requirements:
College or university degree, or equivalent experience
One to three years’ experience in financial services
Knowledge of Know Your Customer and Anti-Money Laundering
Solid written, verbal, and interpersonal communication
Microsoft Office proficiency, including Outlook and Teams
Use onboarding, compliance, and stakeholder coordination expertise to support accurate Commercial Banking client activation at Scotiabank.