Client Administration Officer (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

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Title: Client Administration Officer (6-Month Contract)

Requisition ID: 273950

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose:

The Client Administration Officer is responsible for providing excellent service to clients by executing trade tickets and resolving service requests.

Is this role right for you? In this role you will:

• Accurately process financial & non-financial mutual fund transactions
• Perform Quality control of team tasks as required
• Review and action data integrity reports
• Place outbound calls to resolve NIGO items
• Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication
• Meet individual, team, and department Key Performance Indicators (KPI)
• Investigate and track system issues and develop workarounds/solutions
• Work with leadership team to define and enhance procedures& update Policies and Procedures
• Work with Assistant Manager to ensure all team members are fully cross trained
• Work with the team to provide proactive solutions to problems and potential issues
• Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancements
• Participate in special projects/assignments; perform other duties as required.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• Minimum 2-3 years’ experience in a customer service or back-office environment
• Knowledge of industry databases (i.e. iFast, AWD) is an asset
• Good product knowledge (funds, account characteristics, industry knowledge)
• Strong problem-solving skills
• A focus on attention to detail
• The ability to prioritize & organize incoming work
• An ability to coach and provide feedback to team members on performance
• The ability to cross train team members to perform tasks
• The ability to multi-task and work in a fast-paced, constantly changing environment
• The ability to meet and maintain specified minimum productivity and quality standards

#SGAM

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. 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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. 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.