Client Service Associate at Scotiabank

Enhance client relationships with Scotiabank as a Client Service Associate, providing both administrative support and customer service. Your role will combine in-office tasks and virtual support to Financial Consultants and Portfolio Managers.
Reporting to the Manager of Regional Administration, the Client Service Associate will ensure top-notch service for MD clients. Key responsibilities include serving and selling MD products, preparing client documentation, and facilitating client inquiries. You will maintain high standards by managing follow-ups and establishing client contact plans, while also adhering to all compliance requirements.
Key Responsibilities:
• Provide operational support to Financial Consultants
• Prepare and process client documentation accurately
• Book on-site and virtual client meetings efficiently
• Handle follow-ups for inquiries and complaints
• Participate in resolving complex client concerns
Requirements:
• Strong commitment to ex...