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    Client Onboarding Senior Representative - Toronto, Canada - Scotiabank

    Scotiabank
    Scotiabank Toronto, Canada

    2 weeks ago

    Scotiabank background
    Description

    As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies.

    This is a 12 month term position.

    Is this role right for you? In this role you will:

  • Review, analyze and approve//reject documents for completion and accuracy using various system applications
  • Provide support on account opening related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures
  • Adhere to processing deadlines within established Service Level Agreement (SLA), ensuring customer satisfaction and processing efficiency levels are met and maintained
  • Maintain client account integrity by performing sundry duties as required

    • The Must Haves:

  • Post secondary education
  • Canadian Securities Course (CSC) is an asset
  • Prior knowledge of financial industry policies and regulations including AML/ATF, Privacy, KYC, QI & FATCA, IIROC Reg 1300 and CRS is an asset
  • Knowledge of AS400, Broadridge, SCORE and WealthOne
  • Proficient in Microsoft Word, Excel, and Power Point

    • Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

  • Effective communication skills to effectively provide detailed information to various departments
  • The ability to exercise sound judgment in the prioritization of workload
  • The ability to manage multiple interruptions while maintaining workload
  • An ability to rapidly respond to inquiries in an intelligent and informed fashion
  • The ability to manage conflicting priorities, aggressive delivery or problem resolution lead time, and highly valuable, extremely sensitive customer relationships
  • A reactive and proactive focus on client service, industry regulations and product requirements
  • Strong attention to detail
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