Requisition ID: 245845
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) Advisors Advisor teams and clients with all service-related inquiries Level 1 technology support and matters of policy and procedures with a specific expertise in complex operational and regulatory practices and initiatives.
Is this role right for you In this role you will:
- Ensure inquiries are resolved effectively and efficiently conduct analysis and provide recommendations as required
- Work with leadership to resolve complex multi-faceted problems to meet the business needs of the CWM businesses with a specific focus on creating operational efficiencies and solutions to enhance service and inquiry resolution
- Provide analysis that assists with problem-solving and solution recommendations to the leadership team
- Represent the team as a subject matter expert on small operational projects
- Exercise judgment and ensure all operational and support issues are escalated as required
- Assist Wealth Management employees and clients with questions and procedures via telephone and email
- Deliver world-class support and aptitude for first-call resolution
- Take ownership of inquiries and adhere to the standard Service Level Agreement (SLA) ensuring information is accurately delivered
- Assist in analyzing creating and maintaining a variety of Excel reports
|
Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:
- University degree
- 2-5 years experience in Wealth Management Operations
- Experience working in an investment trading environment including knowledge of Wealth Applications such as Broadridge SCORE WealthOne AS400 and Salesforce is an asset
- Completion of the Canadian Securities Course (CSC)
- Bilingual (French/English) is required
- Good understanding of client onboarding and maintenance rules regulations and processes
- Strong knowledge of the operational processes and systems used in support of Wealth Management business
- An ability to multi-task change priorities and work in a high-volume fast paced environment
- Effective communication skills both written and verbal
- Strong presentation skills
- An ability to work well in a team environment
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.
Required Experience:
IC
Requisition ID: 245845Join a purpose driven winning team committed to results in an inclusive and high-performing culture.The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) Advisors Advisor teams and clients with all service-related inquiries Level 1 technol...
Requisition ID: 245845
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
The Service Centre Specialist is responsible for supporting Canadian Wealth Management (CWM) Advisors Advisor teams and clients with all service-related inquiries Level 1 technology support and matters of policy and procedures with a specific expertise in complex operational and regulatory practices and initiatives.
Is this role right for you In this role you will:
- Ensure inquiries are resolved effectively and efficiently conduct analysis and provide recommendations as required
- Work with leadership to resolve complex multi-faceted problems to meet the business needs of the CWM businesses with a specific focus on creating operational efficiencies and solutions to enhance service and inquiry resolution
- Provide analysis that assists with problem-solving and solution recommendations to the leadership team
- Represent the team as a subject matter expert on small operational projects
- Exercise judgment and ensure all operational and support issues are escalated as required
- Assist Wealth Management employees and clients with questions and procedures via telephone and email
- Deliver world-class support and aptitude for first-call resolution
- Take ownership of inquiries and adhere to the standard Service Level Agreement (SLA) ensuring information is accurately delivered
- Assist in analyzing creating and maintaining a variety of Excel reports
|
Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:
- University degree
- 2-5 years experience in Wealth Management Operations
- Experience working in an investment trading environment including knowledge of Wealth Applications such as Broadridge SCORE WealthOne AS400 and Salesforce is an asset
- Completion of the Canadian Securities Course (CSC)
- Bilingual (French/English) is required
- Good understanding of client onboarding and maintenance rules regulations and processes
- Strong knowledge of the operational processes and systems used in support of Wealth Management business
- An ability to multi-task change priorities and work in a high-volume fast paced environment
- Effective communication skills both written and verbal
- Strong presentation skills
- An ability to work well in a team environment
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.
Required Experience:
IC
View more
View less