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Client Onboarding Senior Representative - Contract Position

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Scotiabank

24d ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Toronto

AI generated summary

  • You need post-secondary education, CSC (asset), MS Office proficiency, strong communication and judgment skills, attention to detail, and the ability to manage priorities and client relationships.
  • You will review and approve account documents, address inquiries, meet processing deadlines, and ensure client account integrity by performing various related duties.

Requirements

  • Post secondary education
  • Canadian Securities Course (CSC) is an asset
  • Proficient in Microsoft Word, Excel, and Power Point
  • Effective communication skills to effectively provide detailed information to various departments
  • The ability to exercise sound judgment in the prioritization of workload
  • The ability to manage multiple interruptions while maintaining workload
  • An ability to rapidly respond to inquiries in an intelligent and informed fashion
  • The ability to manage conflicting priorities, aggressive delivery or problem resolution lead time, and highly valuable, extremely sensitive customer relationships
  • A reactive and proactive focus on client service, industry regulations and product requirements
  • Strong attention to detail

Responsibilities

  • Review, analyze and approve//reject documents for completion and accuracy using various system applications
  • Provide support on account opening related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures
  • Adhere to processing deadlines within established Service Level Agreement (SLA), ensuring customer satisfaction and processing efficiency levels are met and maintained
  • Maintain client account integrity by performing sundry duties as required

FAQs

What is the duration of the contract for this position?

The contract position is for 12 months.

What are the main responsibilities of a Client Onboarding Senior Representative?

The main responsibilities include reviewing, analyzing, and approving/rejecting account opening documents, providing support on related queries, adhering to processing deadlines, and maintaining client account integrity.

Is prior education required for this role?

Yes, post-secondary education is required, and the Canadian Securities Course (CSC) is considered an asset.

What skills are essential for this job?

Essential skills include proficiency in Microsoft Word, Excel, and PowerPoint, effective communication skills, sound judgment in workload prioritization, attention to detail, and a proactive focus on client service.

Where is the location of this job?

The position is located in Toronto, Ontario, Canada.

Will candidates receive accommodations during the recruitment process?

Yes, Scotiabank is committed to creating an inclusive environment and will provide accommodations as required during the recruitment process.

How should candidates apply for this position?

Candidates must apply directly online to be considered for the role.

Will all applicants be contacted after applying?

No, only those candidates selected for an interview will be contacted.

What is the focus of Scotiabank as an organization?

Scotiabank is focused on guiding customers, their families, and their communities to achieve success through a broad range of financial services.

What kind of team culture does Scotiabank promote?

Scotiabank promotes a purpose-driven, inclusive, and high-performing team culture.

Finance
Industry
10,001+
Employees

Mission & Purpose

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more.

Culture & Values

  • Respect

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  • Integrity

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  • Passion

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  • Accountability

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