Client Service Associate

Scotiabank; Ottawa; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading Canadian bank in Ottawa is seeking a Client Service Associate to provide administrative and operational support to Financial Consultants. The ideal candidate will demonstrate a strong commitment to client service, possess a relevant degree, and have proficiency in Microsoft Office. Opportunities for growth and a supportive work environment are part of the offer.

Benefits

Inclusive and accessible environment

Career growth opportunities

Qualifications

• Demonstrated knowledge of financial services industry and investment products.
• CIRO licensed (IR) or willingness to become licensed within 12 months of hire.

Responsibilities

• Provide administrative support to Financial Consultants.
• Champion client-focused culture to deepen relationships.
• Prepare and process client documentation.

Skills

Client service dedication

Strong organizational skills

Attention to detail

Verbal communication skills

Written communication skills

Education

College diploma or university degree in business

Tools

Microsoft Office Suite

CRM2

Job description

Overview

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

Responsibilities

• As a Client Service Associate, you will contribute to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives. You will ensure all activities conducted follow governing regulations, internal policies and procedures.
• Provide administrative and operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
• Champion a customer‑focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to inquiries from current and prospective clients concerning MD products and services, and facilitating contact and opportunity management.
• Prepare and process client documentation, prepare correspondence to clients and third parties, and input transaction requests as directed by Advisors and Portfolio Managers.
• Maintain a follow‑up system for inquiries, complaints, and problem resolution, ensuring MD service standards are met in a timely manner.
• Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance.
• Book on‑site and virtual client meetings, prepare files, send meeting reminders, respond to time‑sensitive requests from Advisors during client meetings, prepare correspondence, and ensure quick and efficient responses to inquiries from current and prospective clients regarding MD products and services.
• Process documentation related to new accounts and trade requests, input transaction requests as required, and confirm all regulatory requirements are adhered to.
• Use knowledge of MD’s products and services to identify opportunities, anticipate client needs, and partner with other lines of business to arrange mutually beneficial client contact strategies.
• Support and participate in the research and resolution of a variety of complex client concerns and contribute to special projects as required.
• Adhere to professional standards, including policies, procedures and best practices, and professional codes of conduct related to client engagement, considering Scotiabank’s risk appetite and culture in day‑to‑day activities and decisions.
• Ensure monthly compliance‑related tasks, such as compliance reporting logs and follow‑ups on non‑compliant paperwork, are completed efficiently.
• Liaise with Accountants and third parties to provide tax documents or statements as requested.
• Perform general office duties, including reception coverage as required.
• Understand how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions.
• Actively pursue effective and efficient operations within Scotiabank’s Values, Code of Conduct, and Global Sales Principles, ensuring day‑to‑day business controls meet obligations related to operational, compliance, AML/ATF/sanctions and conduct risk.
• Support a high‑performance environment and contribute to an inclusive work environment.

The Must Haves

• College diploma or university degree in business, commerce or equivalent
• Demonstrated knowledge of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs, Mutual Funds and other investment products
• CIRO licensed (IR) or willingness to become licensed within 12 months of hire
• Proficiency with Microsoft Office Suite
• Working knowledge of CRM2

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

• A dedication to client service
• Strong organizational skills
• Strong attention to detail and follow‑through skills
• Excellent verbal and written communication skills
• Initiative and are resourceful
• Ability to work independently or effectively within a team
• Ability to manage multiple priorities in a fast‑paced environment
• Ability to effectively manage change
• A focus on achieving results

About Scotiabank

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 during the recruitment and selection process, please let our Recruitment team know. 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.

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MD Financial Management includes MD Financial Management Inc., MD Management Limited, MD Life Insurance Company and Scotia Wealth Insurance Services.