Client Onboarding Senior Representative - Term position

Scotiabank Global Site; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a Client Onboarding Senior Representative in Toronto. This role involves reviewing client account documentation and ensuring compliance with various regulations. Candidates should have post-secondary education, knowledge of industry regulations, and strong communication skills. This is a temporary position focused on maintaining customer satisfaction and processing accuracy.

Qualifications

• Post secondary education required.
• Experience with financial industry policies and regulations is an asset.
• Strong attention to detail and ability to manage multiple priorities.

Responsibilities

• Review and analyze documentation for client account openings.
• Provide support on account inquiries and adhere to processing deadlines.
• Maintain client account integrity and perform sundry duties.

Skills

Data Entry

Effective communication

Attention to detail

Knowledge of financial regulations

Education

Post secondary education

Canadian Securities Course (CSC)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

AS400

Broadridge SCORE

WealthOne

Job description

Overview

Requisition ID : 230653

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 firms 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 Wed love to work with you if you have :

• Post secondary education
• Canadian Securities Course (CSC) is an asset
• Prior knowledge of financial industry policies and regulations including AML / ATF Privacy KYC QI & FATCA CIROReg 1300 and CRS is an asset
• Knowledge of AS400 Broadridge SCORE and WealthOne
• Proficient in Microsoft Word Excel and Power Point
• Effective communication skills to effectively provide detailed information to various departments
• The ability to exercise sound judgment 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. 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.

Required Experience :

Senior IC

Key Skills

Data Entry,Deputy,Drafting,Hibernate,Administration Support,Activex

Employment Type : Temp

Experience : years

Vacancy : 1