Service Centre Specialist - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 193204

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

The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) (ScotiaMcLeod, iTrade, PIC, and Trust) Advisors, Advisor teams, and clients with all service-related inquiries, Level 1 technology support and matters of policy and procedures, with a specific expertise in complex operational and regulatory practices and initiatives.

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

Ensure questions are resolved effectively and efficiently, conduct analysis, and provide recommendations as required
Work with leadership to resolve complex, multifaceted problems to meet the business needs of the CWM businesses with a specific focus on creating operational efficiencies and solutions to enhance service and inquiry resolution
Provide analysis that assists with problemsolving and solution recommendations to the leadership team
Exercise judgment and ensure all operational and support issues are escalated as required
Deliver worldclass support and aptitude for firstcall resolution
Take ownership of inquiries and adhere to the standard Service Level Agreement (SLA), ensuring information is accurately delivered
Assist in analyzing, creating, and maintaining a variety of Excel reports

The Must Haves:

Experience working in an investment trading environment including knowledge of Wealth Applications such as Broadridge, SCORE, WealthOne, and Salesforce is an asset
Completion of both the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset
IIROC licensed as an Investment Representative is an asset
Good understanding of existing client onboarding and maintenance rules, regulations, and processes
Strong knowledge of the operational processes and systems used in support of Wealth Management business
Bilingual (French/English) is an asset

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

An ability to multi-task, change priorities and work in a high-volume, fast paced environment
Effective communication skills both written and verbal
Strong presentation skills
An ability to work well in a team environment

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.