Client Services Coordinator at Scotiabank
S
Scotia Wealth Management
📍 whitby, durham region, Canada
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
...
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
...