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Client Administration Officer (6-Month Contract)

  • Toronto, ON, M5J 2M4, Canada

This opening has closed.

The original listing is kept below for reference.

Job details

Closing date
Experience
Minimum 2-3 years’ experience in a customer service or back-office environment
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

Requisition ID: 273950

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

Purpose:

The Client Administration Officer is responsible for providing 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 
  • Perform 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 & update Policies and Procedures
  • Work with Assistant Manager to ensure all team members are fully cross trained 
  • Work with the team to provide proactive solutions to problems and potential issues 
  • Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancements 
  • Participate in special projects/assignments; perform other duties as required.

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

  • Minimum 2-3 years’ experience in a customer service or back-office environment 
  • Knowledge of industry databases (i.e. iFast, AWD) is an asset 
  • Good product knowledge (funds, account characteristics, industry knowledge) 
  • Strong problem-solving skills 
  • A focus on attention to detail 
  • Effective verbal & written communication skills
  • The 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 tasks
  • Excellent time management skills 
  • The ability to multi-task and work in a fast-paced, constantly changing environment 
  • The ability to meet and maintain specified minimum productivity and quality standards
  • Multiple vacancies available

#SGAM

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.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

More about this job

Responsibilities

The Client Administration Officer is responsible for executing trade tickets, processing financial transactions, and resolving client service requests. They also perform quality control, manage data integrity, and collaborate with the leadership team to enhance operational procedures.

Requirements

Candidates must have 2-3 years of experience in a customer service or back-office environment along with strong problem-solving and communication skills. Proficiency in industry databases and a solid understanding of mutual fund products are highly valued.

Skills

  • Customer service
  • Back-office operations
  • Financial transactions
  • Quality control
  • Problem-solving
  • Attention to detail
  • Verbal communication
  • Written communication
  • Time management
  • Multi-tasking
  • Data integrity
  • Coaching
  • Cross-training
  • Product knowledge
  • Procedure enhancement

Visa sponsorship

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Categories

  • Finance & Accounting
  • Customer Service & Support
  • Administrative

Keywords

  • Client Administration
  • Mutual Funds
  • Trade Tickets
  • Financial Transactions
  • Quality Control
  • Data Integrity
  • NIGO
  • KPI
  • iFast
  • AWD
  • Back-office
  • Customer Service
  • Wealth Management
  • Banking
  • Procedures
  • Policies
  • Cross-training
  • Performance Management
  • Time Management
  • Multi-tasking

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