Client Administration Officer - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 171334

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

A Wealth of Opportunity awaits you at Dynamic Funds

Report directly to Assistant Manager, Client Administration;
Provide excellent service to clients by executing trade tickets and resolving service requests.

Key Responsibilities:

Accurate Processing of financial & nonfinancial mutual fund transactions;
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;
Work with Leadership Team to update Policies and Procedures
Work with Assistant Manager to ensure all team members are fully crosstrained;
Work with team to provide proactive solutions to problems and potential issues;
Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement;
Participate in special projects/assignments; perform other duties as required.

Skills and Experience:

Good call efficiency while maintaining quality customer service;
Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
Minimum 2 to 3 years experience in customer service or backoffice environment;
Good product knowledge (funds, account characteristics, industry knowledge);
Strong problemsolving skills;
Strong attention to detail;
Good verbal & written communication skills; must be comfortable creating documents and making presentations and recommendations
Ability to prioritize & organize incoming work;
Ability to coach and provide feedback to team members on performance
Able to cross train team members to perform team tasks
Excellent time management skills;
Ability to work in a fastpaced, constantly changing environment;
Ability to multitask;
Ability to meet and maintain specified minimum productivity and quality standards.

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.