Investment Support & Client Relations Specialist

Scotiabank; Mississauga; Hybrid; CAD 50,000 - 65,000; Full time

Job summary

A major financial institution is seeking an Investment Support Officer to contribute to the success of Mutual Funds Transfers. Responsibilities include championing customer relations, processing account transfers accurately, and supporting colleagues. The ideal candidate has post-secondary education, strong customer service skills, and proficiency in Microsoft Office. Work hours include flexible shifts from Monday to Friday, along with Saturday shifts. Join a team-driven environment focused on operational excellence.

Qualifications

• Ability to handle customer inquiries and complaints effectively.
• Demonstrated flexibility in changing environments and versatility.
• Good verbal and written communication for business correspondence.
• Strong organizational skills for managing workload and training.

Responsibilities

• Champion a customer-focused culture for deeper client relationships.
• Process account transfers accurately and maintain records.
• Respond timely to inquiries, fostering trust and confidence.
• Support training initiatives within the department.

Skills

Customer service

Flexibility

Communication

Organizational skills

Accounting Principles knowledge

Microsoft Office

Education

Post-Secondary Education

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A major financial institution is seeking an Investment Support Officer to contribute to the success of Mutual Funds Transfers. Responsibilities include championing customer relations, processing account transfers accurately, and supporting colleagues. The ideal candidate has post-secondary education, strong customer service skills, and proficiency in Microsoft Office. Work hours include flexible shifts from Monday to Friday, along with Saturday shifts. Join a team-driven environment focused on operational excellence.