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Scotia Wealth Management
Client Services Coordinator at ScotiabankScotia Wealth Management • Whitby, Durham Region, CA
Client Services Coordinator at Scotiabank

Client Services Coordinator at Scotiabank

Scotia Wealth Management • Whitby, Durham Region, CA
27 days ago
Job type
  • Full-time
Job description
Foster client relationships as a Client Services Coordinator at Scotiabank in Whitby, Ontario. Focus on portfolio administration, enhancing client interactions, and supporting Relationship Managers effectively. In this role, you will provide dedicated client service and assist Relationship Managers in executing business strategies. Your responsibilities will include managing onboarding processes, addressing client inquiries, and ensuring compliance with regulatory guidelines. Strong communication skills will be essential for coordinating with clients and vendors alike. Key Responsibilities: • Respond promptly to client inquiries • Coordinate onboarding and account management processes • Assist in preparing customized reports for clients • Provide support during annual client reviews • Ensure adherence to regulatory compliance and operational standards Requirements: • Minimum two years of relevant experience • Strong interpersonal and listening skills • Detail-oriented with effective organizational capabilities • University Degree in Business or Finance preferred • Knowledge of Scotia Wealth products and services Enhance client engagement by executing precise portfolio administration and proactive communication at Scotiabank. #J-18808-Ljbffr
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Client Services Coordinator at Scotiabank • Whitby, Durham Region, CA

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