Client Administration Officer - Term position

Scotiabank; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading bank in the Americas is seeking a Client Administration Officer in Toronto. This term position focuses on delivering exceptional client service through efficient transaction processing and resolving service requests. Ideal candidates will have 2-3 years of customer service experience and strong problem-solving skills. Join us to help clients succeed with our diverse banking services.

Qualifications

• Minimum 2-3 years’ experience in a customer service or back-office environment.
• Strong attention to detail and organizational skills.
• Ability to coach and provide feedback to team members.

Responsibilities

• Accurately process financial & non-financial mutual fund transactions.
• Respond to escalated calls from clients and provide resolutions.
• Work with the team to provide proactive solutions to problems.

Skills

Customer service experience

Knowledge of financial databases

Problem-solving skills

Attention to detail

Organizational skills

Coaching and feedback ability

Multi-tasking ability

Ability to meet productivity standards

Tools

iFast

AWD

Job description

Overview

Title: Client Administration Officer - Term position

Requisition ID: 237183

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

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

This is a term position ending May 1, 2026

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 KPI
• Investigate and track system issues and develop workarounds/solutions
• Work with leadership team to define and enhance procedures and 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
• Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement
• 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 financial industry databases (i.e., iFast, AWD) & product knowledge (funds, account characteristics) is an asset
• 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

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. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.