Client Service Associate - Toronto, Canada - MD Financial Management

MD Financial Management

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 191882

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

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Representative to join our team.

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

Be accountable for delivering a superior client experience through building trusted relationships and collaborating with peers across the organization
You will lead the identification and troubleshooting of web issues that require advanced technical support
You will contribute to the overall success of the Client Services team through the achievement of departmental goals, policy, and procedure compliance, and by meeting or exceeding service level agreements

The Must Haves:

Frontline experience within a contact center environment, preferably in the financial services industry
Completion of the Canadian Securities Course (CSC) is considered an asset
Sales experience within the financial services industry

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

A commitment to an exceptional client experience
using your ability to understand the client's perspective quickly and clearly by providing timely and tailored solutions.
A sense of urgency what is important to the client is equally important to you. You make getting things done a priority.
Unparalleled attention to detail an understanding of the importance of efficiency and accuracy to overall client satisfaction.
The flexibility to work independently and as part of a broader team.
An ability to embrace change

- thriving in a diverse environment of ever-changing priorities.

A dedication to ongoing learning not only related specifically to your role, but also other concerns that may impact your client.

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.