Client Solutions Lead: Trading Escalations

Scotiabank Global Site; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto seeks a Client Solutions Manager to handle client escalations, improve service efficiency, and support team development. The ideal candidate will have a robust trading knowledge, excellent communication, and leadership skills, along with a minimum of 2 years of brokerage experience. Post-secondary education and relevant industry certifications are preferred. The role offers a full-time position with opportunities to contribute significantly to client satisfaction and operational excellence.

Qualifications

• Minimum of 2 years of brokerage industry experience.
• Strong knowledge of technology for trading and service functions.

Responsibilities

• Handle all client escalations through multiple channels.
• Contribute to overall success in Client Satisfaction and Financials.
• Actively respond to complex client complaints and requests.
• Coach team managers on addressing client issues.
• Participate in team activities and support self-learning.

Skills

Excellent interpersonal skills

Strong verbal & written communication skills

Subject matter expert in trading

Fluency in French

Coaching experience

Creative problem-solving

Time management

Organizational skills

Multi-tasking capabilities

Education

Post-secondary education in business

Canadian Securities Course (CSC)

Conduct and Practice Handbook (CPH)

Derivatives Fundamentals and Options Licensing (DFOL)

Job description

A leading financial institution in Toronto seeks a Client Solutions Manager to handle client escalations, improve service efficiency, and support team development. The ideal candidate will have a robust trading knowledge, excellent communication, and leadership skills, along with a minimum of 2 years of brokerage experience. Post-secondary education and relevant industry certifications are preferred. The role offers a full-time position with opportunities to contribute significantly to client satisfaction and operational excellence.