Client Services & Operations Specialist

Scotiabank; Sydney; Hybrid; CAD 42,000 - 62,000; Full time

Job summary

Scotiabank is seeking a Client Service Associate to join the Client Administrative Services Regional team in Canada. This role supports Financial Consultants and Portfolio Managers by handling administrative tasks, preparing documentation, and coordinating client meetings to maintain high service standards for MD clients.

The role requires a focus on regulatory compliance, accurate processing of requests, and proactive client communication, with opportunities to leverage broader bank

Qualifications

• Commitment to delivering exceptional client service and timely responses.
• Knowledge of financial services and investment products.
• Ability to manage client documentation and compliance requirements.

Responsibilities

• Provide administrative and operational support to Financial Consultants and Portfolio Managers.
• Maintain client documentation and process transaction requests.
• Schedule client meetings and respond to inquiries.
• Ensure compliance with regulations and internal policies.
• Assist in opportunity management and cross-sell opportunities.

Skills

Exceptional client experience

Sense of urgency

Independence

Adaptability to change

Attention to detail

Education

College diploma or university degree in business, commerce or equivalent

CIRO Investment Representative certification

Tools

Microsoft Office Suite

CRM2

Job description

Scotiabank is seeking a Client Service Associate to join the Client Administrative Services Regional team in Canada. This role supports Financial Consultants and Portfolio Managers by handling administrative tasks, preparing documentation, and coordinating client meetings to maintain high service standards for MD clients.

The role requires a focus on regulatory compliance, accurate processing of requests, and proactive client communication, with opportunities to leverage broader bank