Client Service Specialist- Montreal, QC

Scotiabank; Montreal; On-site; CAD 42,000 - 58,000; Full time

Job summary

Scotiabank is seeking a Client Service Specialist in Montreal, QC to support Relationship Managers with end-to-end banking service needs. You will liaise with clients and internal partners to collect information for onboarding, service requests, and ongoing account usage, while ensuring compliance and high-quality customer experiences.

The role focuses on servicing Commercial Banking distributions across segments, with fluency in French and English required.

Qualifications

• Excellent communication skills (oral & written) in English and French
• Strong organizational and time management skills to handle multiple service requests
• Ability to build relationships with clients and internal partners
• Knowledge of onboarding, KYC, AML processes is preferred
• Proficiency with Microsoft Office applications (Outlook, Teams)

Responsibilities

• Resolve client inquiries and educate customers on Scotiabank processes
• Deliver quality customer experiences while adhering to SLAs
• Coordinate with internal partners to activate client accounts promptly
• Support onboarding and ongoing servicing during the client lifecycle
• Escalate issues when required and maintain regulatory compliance

Skills

Communication skills

Time management

Interpersonal skills

Bilingual English/French

Customer service

Education

College/University degree

Tools

MS Outlook

MS Teams

Job description

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Title: Client Service Specialist- Montreal, QC

Requisition ID: 277254
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlesslyservice and support new and existing clients with their end-to-end banking service needs.Acting as the primary point of contact for our clients, the CSS is responsible for coordinating efforts withinternal partners and directly reaching out to clients to accurately collect all key information required forOnboarding and end to end servicing clients with their ongoing day-to-day banking needs. The role isspecific to servicing all segments in Commercial Banking Distribution.

Responsibilities include a variety of service activities such as resolution of client inquiries and challenges and educatingcustomers on our processes and setting/managing expectations around time involved. The Client Service Specialist contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals,plans, initiatives are executed / delivered in support of the team’s business strategies and objectives whilealso ensuring all activities are conducted in compliance with governing regulations, internal policies andprocedures.
Is this role right for you? In this role, you will:

• Resolution of client inquiries educating customers on our processes and setting/managingexpectations around time involved.
• Delivering quality customer experiences while adhering to our SLAs and escalating as required whenoutside of the SLAs.
• Ensuring every client experience is consistent with Scotiabank’s service standards and customerconcerns are resolved quickly and efficiently, escalating to the Team Lead, Service
• Championing a customer focused culture to build and deepen relationships with clients and internalpartners and leverage broader Bank relationships, systems, and knowledge.
• Supporting the accurate and timely collection of information directly from clients and fromvarious sources necessary to assess the client’s risk profile to ensure the Bank meets its regulatory and compliance requirements
• Coordinating with various departments to ensure that client accounts are activated promptly andcorrectly and offering continuous support to clients during the initial stages of and ongoing accountusage.
• Educating clients on the banking channels that support their business and the tools available for their day to daybanking needs (e.g. cheques, debit cards, branch role etc.) Addressing any issues or questionsthey may have and ensure they are fully comfortable with the banking services provided.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
• Actively pursues effective and efficient operations of their respective areas in accordancewith Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, whileensuring the adequacy, adherence to and effectiveness of day-to-day business controls tomeet obligations with respect to operational, compliance, AML/ATF/sanctions and conductrisk
• Champions a high-performance environment and contributes to an inclusive workenvironment.

Do you have the skills that will enable you to succeed in this role?

• College/University degree or equivalent work experience
• 1 to 3 years equivalent work experience in Financial Services (Commercial / Small Business) orrelated industry
• Excellent communication skills (oral & written), French & English is required
• Strong commitment to accuracy, customer focus and results focus
• Strong organizational and time management skills to balance/co-ordinate and prioritize a highvolume of concurrent service requests from Clients, Relationship Managers and businesspartners
• Strong interpersonal skills
• Strong written and verbal skills with proven ability to engage stakeholders and clients. French isconsidered an asset.
• Strong knowledge of Onboarding, Know Your Customer, Anti Money Laundering processes
• Working knowledge of Microsoft Office applications e.g MS Outlook, MS Teams
• A high degree of flexibility to adapt to a wide variety of tasks

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal
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. 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.