Bilingual (English/french) Client Administration - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 193400

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

As a Client Administration Officer, you will provide 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
Ensure quality control of team tasks
Review and action data integrity reports
Place outbound calls to resolve NIGO (Not In Good Order) items
Respond to escalated calls from clients and provide appropriate resolution and knowledge
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 and update policies and procedures
Work with Assistant Manager to ensure all team members are fully cross trained
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 and perform other duties as required

The Must Haves:

Bilingual (English/French) is required
A minimum of 2 to 3 years' experience in a client service or backoffice environment
Knowledge of industry databases (i.e., iFast, AWD) is an asset
Good product knowledge (funds, account characteristics, industry knowledge)

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

Strong problem-solving skills
Strong attention to detail
Effective verbal & written communication skills with an ability to create documents and facilitate presentations and recommendations
An 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 team tasks
Excellent time management skills
An ability to work in a fastpaced, constantly changing environment
The ability to multitask and 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.