Wealth Client Services Associate

Scotiabank; Northeastern Ontario; Hybrid; CAD 42,000 - 64,000; Full time

Job summary

Scotiabank is seeking a Client Service Associate to support the Client Administrative Services Regional team. You will assist Financial Consultants and Portfolio Managers, ensure regulatory compliance, and maintain client documentation in a fast-paced environment.

You will coordinate in-office and virtual meetings, handle inquiries, and help manage opportunities across MD products and services. A college or university degree in business or commerce is preferred, with proficiency in Office and

Qualifications

• Commitment to an exceptional client experience and timely responses to inquiries.
• Ability to thrive with changing priorities and maintain accuracy under pressure.
• Strong organizational skills and attention to detail in client documentation.

Responsibilities

• Provide administrative and operational support to Financial Consultants and Portfolio Managers.
• Maintain follow-up system for inquiries, complaints and resolutions.
• Prepare client documentation and input transaction requests per advisor direction.
• Schedule on-site and virtual client meetings and manage meeting materials.

Skills

Customer service

Time management

Adaptability

Attention to detail

Teamwork

Education

College diploma or university degree in business, commerce or equivalent

Tools

Microsoft Office Suite

CRM2

Job description

Scotiabank is seeking a Client Service Associate to support the Client Administrative Services Regional team. You will assist Financial Consultants and Portfolio Managers, ensure regulatory compliance, and maintain client documentation in a fast-paced environment.

You will coordinate in-office and virtual meetings, handle inquiries, and help manage opportunities across MD products and services. A college or university degree in business or commerce is preferred, with proficiency in Office and