Client Service Associate - MD Financial Management

MD Financial Management | Gestion financière MD; Charlottetown; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join an established industry player as a Client Service Associate, where you will play a pivotal role in supporting Financial Consultants and Portfolio Managers. This position emphasizes a commitment to client service, requiring strong organizational skills and attention to detail. You'll be responsible for processing client documentation, managing inquiries, and ensuring compliance with industry standards. This role offers the chance to work in a dynamic environment that values inclusivity and performance, allowing you to make a meaningful impact on client relationships and contribute to the success of a purpose-driven team.

Qualifications

• Experience in client service roles, particularly in financial services.
• Strong organizational and communication skills are essential.

Responsibilities

• Provide administrative support to Financial Consultants and Portfolio Managers.
• Maintain client follow-up systems and ensure compliance with service standards.

Skills

Client Service

Organizational Skills

Attention to Detail

Communication Skills

Problem Solving

Education

College diploma or university degree in business

2 years’ experience in an administrative position

IIROC licensed as an Investment Representative

Tools

Microsoft Office Suite

CRM2

Job description

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Requisition ID: 223846

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

As a Client Service Associate, you will be responsible for providing administrative and operational support to Financial Consultants & Portfolio Managers.

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

• Provide service and sales support to Financial Consultants and Portfolio Managers, responding to all inquiries from current and prospective clients concerning MD products and services
• Be accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests
• Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being 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 client meetings, prepare files, send meeting reminders, and respond to time-sensitive requests from Advisors during client meetings
• Process documentation related to new accounts and trade requests & input transaction requests, confirming all regulatory requirements are adhered to
• Identify opportunities, anticipate client needs, & 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
• Adhere to professional standards including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration
• Ensure that monthly compliance-related tasks, such as compliance reporting logs and follow up on non-compliant paperwork, are completed
• Liaise with Accountants and third parties to provide tax documents or statements as requested
• Be responsible for other general office duties, including reception coverage as required
  
  

Education & Experience:

• College diploma or university degree in business, commerce or equivalent
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
• IIROC licensed as an Investment Representative which includes the completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 30- day training
• 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
• An ability to work independently or effectively within a team
• An ability to manage multiple priorities in a fast- paced environment
• An ability to effectively manage change
• A focus on achieving results
  
  

Location(s): Canada : Prince Edward Island : Charlottetown || Canada : New Brunswick : Moncton

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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