Account Manager, Custody Services, Scotiatrust - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 171796

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The
Account Manager position is responsible for delivering superior Custody Services to wealthy private clients, institutional investors and to the partners that clients work with including portfolio managers, accountants, and other consultants, both internal and external to Scotiabank.

The incumbent is client-centric with a strong proactive approach to managing relationships, acting as the first point of contact in the provision of account administration, portfolio reporting, and problem resolution.

Key Job Accountabilities

Relationship Management & Client Service
Provide a best in class, proactive and personalized client experience to high net worth clients and firms engaged in asset management, exemplified by timely and accurate account administration coupled with demonstrated product expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
Proactively liaise with internal support groups (i.e. GWO, SWM-Operations), to investigate and resolve issues, escalating and referring matters to other resources where appropriate.
Coordinate new account openings, review and setup client files in a timely and accurate manner, collecting and validating client documentation and AML/KYC materials.
Process or approve deposits, contributions, withdrawals, trade & forex and other client entries with a high degree of accuracy in accordance with policies, procedures and best practices.
Identify and elevate to the Market Lead new business opportunities that arise from the daytoday management of account portfolios or interactions with clients and their partners.
Champions a customer focused culture to deepen client relationships and leverage the broader Bank relationship, systems and knowledge.
Risk Management
Understand how the Bank's risk appetite and risk culture should be considered in daytoday activities and decisions.
Ensuring thorough knowledge and strict adherence to the Bank's Global Sales Practices.
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to, and effectiveness of daytoday business controls in order to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global handbook and the Guidelines for Business Conduct.
Champions a highperformance environment and contributes to an inclusive work environment

Education and Experience

Postsecondary degree or diploma
Experience in the financial services industry with focus on securities administration
Strong enduser computer skills
Proven ability to represent a business in delivering a proactive and responsive service

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.