Client Administration Officer Full-time Job

The Client Administration Officer provides back-office support to our Dynamic Funds clients through researching and resolving trade requests.

 

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

• Maintain a high level of service to clients by ensuring the client’s requests are processed accurately and efficiently
• Sort, scan, and index incoming mail
• Process financial & non-financial mutual fund transactions
• Place outbound calls to resolve issues
• Respond to escalated calls from clients and provide appropriate resolution and knowledge
• Investigate and track system issue and develop workarounds/solutions
• Work with the leader to define and enhance procedures
• Proactively work with the team to provide solutions to problems and potential issues
• Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
• Participate in special projects/assignments and perform other duties as required

The Must Haves:

• Completed post-secondary education
• A minimum 2 to 3 years’ experience in a client service or back-office environment
• Knowledge of industry databases (i.e., iFAST, AWD)
• Knowledge of the mutual fund industry & products (funds, account characteristics, industry knowledge)
• Canadian Investment Funds Course is an asset
• Fluent in English and French 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:

• Strong problem-solving skills
• Strong attention to detail
• Effective verbal & written communication skills
• An ability to prioritize & organize incoming work
• Excellent time management skills
• An ability to work in a fast-paced, constantly changing environment
• An ability to multi-task
• An ability to meet and maintain specified minimum productivity and quality standards
• The ability to maintain good call efficiency while maintaining quality client service

 

This posting will expire on February 8th.

Scotiabank is one of North America's leading financial institutions, and Canada's most international bank. We provide innovative financial products and services to individuals, small and medium-size businesses, corporations and governments across Canada and around the world.