Client Service Specialist, Commercial Banking - Halifax

Scotiabank Global Site; Halifax; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution located in Halifax is looking for a Client Service Specialist to support Relationship Managers and provide exceptional service to clients. The role involves resolving inquiries, managing accounts, and ensuring compliance with banking processes. Candidates should hold a relevant degree and have 1-3 years of experience in Financial Services. Strong communication and organizational skills are essential. This is a full-time position with a focus on customer satisfaction.

Qualifications

• 1-3 years of experience in Financial Services or related industry.
• Commitment to accuracy, customer focus, and results.
• Knowledge of onboarding, KYC, AML processes.

Responsibilities

• Resolve client inquiries and educate customers on processes.
• Deliver quality customer experiences while adhering to SLAs.
• Ensure consistent client experiences aligned with service standards.

Skills

Strong organizational skills

Interpersonal skills

Communication skills

Client Services

Education

College/University degree or equivalent experience

Tools

Microsoft Office (Outlook, Teams)

Job description

Requisition ID: 231149

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

The Client Service Specialist (CSS) supports Relationship Managers by providing seamless service to new and existing clients. The CSS acts as the primary contact, coordinating with internal partners and directly engaging with clients to gather key information for onboarding and ongoing banking needs. This role focuses on servicing all segments within Commercial Banking Distribution.

Responsibilities include resolving client inquiries, educating clients on processes, managing expectations, and ensuring compliance with regulations and policies. The CSS contributes to the success of the Commercial Bank in Canada by executing team strategies and initiatives effectively.

In this role, you will:

1. Resolve client inquiries, educate customers on processes, and manage expectations regarding service timelines.
2. Deliver quality customer experiences while adhering to SLAs and escalating issues when necessary.
3. Ensure consistent client experiences aligned with Scotiabank's service standards, resolving concerns efficiently.
4. Foster a customer-focused culture to build and deepen client relationships and leverage bank resources.
5. Collect and verify client information for risk assessment and regulatory compliance.
6. Coordinate with departments to activate and support client accounts during initial and ongoing usage.
7. Educate clients on banking channels and tools, addressing questions and ensuring comfort with services.
8. Consider the bank’s risk appetite and culture in daily activities and decisions.
9. Maintain operational excellence in accordance with bank values, policies, and compliance obligations.
10. Promote a high-performance and inclusive work environment.

Qualifications:

• College/University degree or equivalent experience.
• 1-3 years of experience in Financial Services or related industry.
• Commitment to accuracy, customer focus, and results.
• Strong organizational, interpersonal, and communication skills.
• Knowledge of onboarding, KYC, AML processes.
• Proficiency in Microsoft Office (Outlook, Teams).
• Flexibility to handle diverse tasks.

Location: Halifax, Nova Scotia, Canada

Scotiabank is a leading bank in the Americas, committed to helping customers and communities succeed through a broad range of financial services.

We value diversity and inclusivity. If accommodations are needed during recruitment, please inform our Recruitment team. Only online applications will be considered. We appreciate all applicants; only those selected for an interview will be contacted.

Experience: Unclear seniority

Key Skills: Building Construction, Logistics & Procurement, Account Management, Communication, Client Services, Jboss

Employment Type: Full Time

Vacancy: 1