Client Admin Specialist (6-Month Contract)

Scotiabank; Toronto; On-site; CAD 50,000 - 62,000; Full time

Job summary

Scotiabank is seeking a Client Administration Officer (6-Month Contract) to join a service-focused team in Toronto. You will execute trade tickets, handle client inquiries, and contribute to process improvements to ensure accurate mutual fund transactions.

The role requires 2–3 years in customer service or back-office settings, familiarity with industry databases like iFast and AWD, and strong communication and problem-solving skills.

Qualifications

• Minimum 2-3 years’ experience in a customer service or back-office environment.
• Knowledge of industry databases (iFast, AWD) is an asset.
• Good product knowledge (funds, account characteristics, industry knowledge).
• Strong problem-solving skills.
• Attention to detail and ability to organize incoming work.
• Ability to coach and provide feedback to team members on performance.
• Cross train team members to perform tasks.
• Ability to multi-task in a fast-paced environment.
• Meet and maintain specified minimum productivity and quality standards.

Responsibilities

• Accurately process mutual fund transactions.
• Perform quality control of team tasks.
• Review and action data integrity reports.
• Place outbound calls to resolve NIGO items.
• Respond to escalated calls from clients and provide resolution.
• Meet individual, team, and department KPIs.
• Investigate and track system issues and develop workarounds/solutions.
• Define and enhance procedures and update policies.
• Cross-train team members to ensure coverage.
• Identify opportunities for process improvements.

Skills

Customer service

Attention to detail

Multi-tasking

Communication

Problem solving

Prioritization

Coaching and feedback

Tools

iFast

AWD

Job description

Scotiabank is seeking a Client Administration Officer (6-Month Contract) to join a service-focused team in Toronto. You will execute trade tickets, handle client inquiries, and contribute to process improvements to ensure accurate mutual fund transactions.

The role requires 2–3 years in customer service or back-office settings, familiarity with industry databases like iFast and AWD, and strong communication and problem-solving skills.