Client Onboarding Senior Representative
At a glance
Senior Customer Success role at Scotiabank. Toronto.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Check account-opening paperwork in multiple systems, then approve it or send it back for correction
- Answer account-opening questions using current industry rules, firm policies, and procedures
- Meet agreed processing deadlines while protecting customer satisfaction and efficient handling
- Preserve client account accuracy through additional duties as needed
What you bring
- Post-secondary education is required for this position
- You can work confidently in Microsoft Word, Excel, and PowerPoint
- You communicate detailed information clearly to different departments
- You can prioritize competing work, handle interruptions, and respond quickly to inquiries
- You bring strong attention to detail and a client-service focus grounded in regulations and product needs
Who this fits
This role suits someone comfortable reviewing sensitive account documents, making sound workload decisions, and balancing conflicting priorities. You’ll work in Toronto, Ontario, on a twelve-month term. The Canadian Securities Course is an asset.
From the employer
Requisition ID: 274483
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies.
This is a 12-month term position.
Is this role right for you? In this role you will:
- 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
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
- 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
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.
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