Client Administration Officer (6-Month Contract)

Résumé du poste

The Client Administration Officer is responsible for executing trade tickets, processing financial transactions, and resolving client service requests. They also perform quality control, manage data integrity, and collaborate with the leadership team to enhance operational procedures.

Détails du poste

Requisition ID: 273950 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose: The Client Administration Officer is responsible for providing excellent service to clients by executing trade tickets and resolving service requests. Is this role right for you? In this role you will: Accurately process financial & non-financial mutual fund transactions Perform Quality control of team tasks as required Review and action data integrity reports Place outbound calls to resolve NIGO items Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication Meet individual, team, and department Key Performance Indicators (KPI) Investigate and track system issues and develop workarounds/solutions Work with leadership team to define and enhance procedures & update Policies and Procedures Work with Assistant Manager to ensure all team members are fully cross trained Work with the team to provide proactive solutions to problems and potential issues Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancements Participate in special projects/assignments; perform other duties as required. Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: Minimum 2-3 years’ experience in a customer service or back-office environment Knowledge of industry databases (i.e. iFast, AWD) is an asset Good product knowledge (funds, account characteristics, industry knowledge) Strong problem-solving skills A focus on attention to detail Effective verbal & written communication skills The ability to prioritize & organize incoming work An ability to coach and provide feedback to team members on performance The ability to cross train team members to perform tasks Excellent time management skills The ability to multi-task and work in a fast-paced, constantly changing environment The ability to meet and maintain specified minimum productivity and quality standards Multiple vacancies available #SGAM Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Ce que vous ferez

The Client Administration Officer is responsible for executing trade tickets, processing financial transactions, and resolving client service requests. They also perform quality control, manage data integrity, and collaborate with the leadership team to enhance operational procedures.

Exigences

Candidates must have 2-3 years of experience in a customer service or back-office environment along with strong problem-solving and communication skills. Proficiency in industry databases and a solid understanding of mutual fund products are highly valued.

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• written communication · Souhaitée
• Résolution de problèmes · Souhaitée
• Product Knowledge · Souhaitée
• Souci du détail · Souhaitée
• Quality Control · Souhaitée
• Multi-Tasking · Souhaitée
• Coaching · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• Back-office operations
• Financial transactions
• Quality control
• Problem-solving
• Attention to detail
• Verbal communication
• Written communication
• Time management
• Multi-tasking
• Data integrity
• Coaching
• Cross-training
• Product knowledge
• Procedure enhancement
• Outbound Calls
• Product Knowledge
• Private Banking
• Effective Communication
• American Sign Language (ASL)
• Commercial Banking
• Capital Markets
• Customer Service
• Communication
• Data Integrity
• Document Formatting
• Leadership
• Investment Banking
• Problem Solving
• Key Performance Indicators (KPIs)
• Multitasking
• Mutual Funds
• Wealth Management
• Time Management
• Technical Assistance
• Prioritization
• Quality Control
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Administration Officer
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive