Account Opening & CRM Experience Specialist

Scotiabank; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a Specialist for Account Opening and Client Portal support. Responsibilities include executing account openings, providing CRM support, and enhancing the client experience online. Candidates should have a Bachelor's degree, 3-5 years of related experience, and excellent communication skills in English and French. Join a winning team committed to results in an inclusive culture.

Qualifications

• 3-5 years of work experience in a similar role.
• Investment industry experience preferred.
• Excellent communication skills in English and French.

Responsibilities

• Execute new account openings and provide internal CRM support.
• Monitor new account transfers and reconcile against statements.
• Provide technical support to clients and their investment team.

Skills

Exceptional customer service and communication skills

Organizational and time management skills

Attention to detail and accuracy

Knowledge of market values and security identifiers

Advanced knowledge of Microsoft Office tools

Experience with CRM, APX and Bloomberg

Education

Bachelor in Business or related field

Tools

Microsoft Office Suite

Job description

A leading bank in the Americas is seeking a Specialist for Account Opening and Client Portal support. Responsibilities include executing account openings, providing CRM support, and enhancing the client experience online. Candidates should have a Bachelor's degree, 3-5 years of related experience, and excellent communication skills in English and French. Join a winning team committed to results in an inclusive culture.