Client Service Associate Hamilton - MD Financial Management

    MD Financial Management
    MD Financial Management Hamilton

    1 day ago

    Description

    In this Client Service Associate role, you will provide administrative and operational support to Financial Consultants and/or Portfolio Managers.

    Key Responsibilities:

    • Provide exceptional client service, responding timely and accurately to inquiries concerning MD products and services
    • Maintain high standards of service for all MD clients by preparing documentation, processing transactions, and facilitating contact management
    • Establish relationships with existing clients through regular outreach efforts and ensure paperwork is prepared in advance of meetings

    You will be working closely with other lines of business to identify opportunities for mutually beneficial client contact strategies.

    Skills Required:Mutual Funds , also proficiency with Microsoft Office Suite such as Word Excel Outlook etc.
    We are looking for individuals who can demonstrate an understanding of how Scotiabank's risk appetite should be considered during day-to-day activities
    An Investment Representative designation would definitely help


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