Client Onboarding Senior Representative

Scotiabank; Toronto; On-site; CAD 52,000 - 68,000; Full time

Job summary

Scotiabank is seeking a Client Onboarding Senior Representative in Toronto on a 12-month term. You will oversee client account opening documents to reduce risk and ensure compliance with regulatory bodies, processes, and internal policies.

The role focuses on timely document review, SLA adherence, and supporting customer inquiries while maintaining account integrity across departments. This position offers exposure to a major North American bank and a collaborative team environment.

Qualifications

• Post secondary education
• Canadian Securities Course (CSC) is an asset
• Proficient in Microsoft Word, Excel, and Power Point
• Effective communication skills to inform and coordinate across departments
• Ability to exercise sound judgment in prioritization of workload
• Ability to manage multiple interruptions while maintaining workload
• Rapid and informed response to inquiries
• Manage conflicting priorities and sensitive customer relationships
• Reactive and proactive focus on client service, industry regulations and product requirements
• Strong attention to detail

Responsibilities

• Review, analyze and approve/reject documents for completion and accuracy using various system applications
• Provide support on account opening related queries by staying current on regulations and policies
• Adhere to processing deadlines within SLA to ensure customer satisfaction and efficiency
• Maintain client account integrity and perform sundry duties as required

Skills

Effective communication

Attention to detail

Prioritization

Multitasking

Customer service

Risk awareness

Team coordination

Education

Post secondary education

Tools

Microsoft Word

Excel

PowerPoint

Job description

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Title: Client Onboarding Senior Representative

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

As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies.

This is a 12-month term position.

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

• Review, analyze and approve//reject documents for completion and accuracy using various system applications
• Provide support on account opening related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures
• Adhere to processing deadlines within established Service Level Agreement (SLA), ensuring customer satisfaction and processing efficiency levels are met and maintained
• Maintain client account integrity by performing sundry 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:

• Post secondary education
• Canadian Securities Course (CSC) is an asset
• Proficient in Microsoft Word, Excel, and Power Point
• Effective communication skillsto effectively provide detailed information to various departments
• The ability to exercise soundjudgment in the prioritization of workload
• The ability to manage multiple interruptions while maintaining workload
• An ability to rapidly respond to inquiries in an intelligent and informed fashion
• The ability to manage conflicting priorities, aggressive delivery or problem resolution lead time, and highly valuable, extremely sensitive customer relationships
• A reactive and proactive focus on client service, industry regulations and product requirements
• Strong attention to detail

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.