Scotia Wealth Management
Client Service Associate in Finance
Job Description
Elevate client experiences as a Client Service Associate in the finance sector. Enhance support for Financial Consultants and Portfolio Managers with your expertise.
This role demands a college diploma or university degree in business/commercial fields along with knowledge of the financial services industry. You will engage with clients, ensuring tailored responses to their inquiries, while maintaining compliance with industry standards. Effective communication and a diligent follow-up process are essential for success.
Key Responsibilities:
• Provide comprehensive support for client inquiries and services
• Prepare and process client-related documentation and transactions
• Organize and facilitate client meetings efficiently
• Liaise with external parties for documentation needs
• Maintain rigorous follow-up on inquiries and compliance tasks
Requirements:
• College diploma or university degree in business/commercial fields
• Knowledge of the financial ser...
This role demands a college diploma or university degree in business/commercial fields along with knowledge of the financial services industry. You will engage with clients, ensuring tailored responses to their inquiries, while maintaining compliance with industry standards. Effective communication and a diligent follow-up process are essential for success.
Key Responsibilities:
• Provide comprehensive support for client inquiries and services
• Prepare and process client-related documentation and transactions
• Organize and facilitate client meetings efficiently
• Liaise with external parties for documentation needs
• Maintain rigorous follow-up on inquiries and compliance tasks
Requirements:
• College diploma or university degree in business/commercial fields
• Knowledge of the financial ser...