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Associate, Client Administration 12 Month Contract - Toronto, ON


Requisition ID: 35399

Join the Global Community of Scotiabankers to help customers become better off.

Job Purpose


We are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.

This is an excellent opportunity for individuals who have a passion for finance and would like a career driven by customer service. The candidate must be fluent in English, French is an asset but not required. Strong verbal and written communication skills are required.

As the successful candidate you will have the opportunity to provide excellent service to clients by researching and resolving trade requests & you will report directly to the Assistant Manager, Client Administration. All new employees to Client Administration will complete an on-the-job training program.


Key Accountabilities


  • Maintain a high level of service to our clients by ensuring that we process the client’s needs accurately and efficiently
  • Sort, scan, index, incoming mail
  • Process financial & non-financial mutual fund transactions
  • Place outbound calls to resolve NIGO items
  • Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication
  • Investigate and track system issue and develop workarounds/solutions
  • Work with Assistant Manager to define and enhance procedures
  • Work with team to provide proactive solutions to problems and potential issues
  • Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
  • Participate in special projects/assignments; perform other duties as required


Functional Competencies


  • Minimum 2 to 3 years’ experience in customer service or back office environment
  • Good call efficiency while maintaining quality customer service
  • Knowledge of industry databases (i.e iFAST, AWD) a definite asset
  • Good mutual fund industry & product knowledge ( funds, account characteristics, industry knowledge)
  • Strong problem-solving skills
  • Strong attention to detail
  • Good verbal & written communication skills
  • Ability to prioritize & organize incoming work
  • Excellent time management skills
  • Ability to work in a fast-paced, constantly changing environment
  • Ability to multi-task
  • Ability to meet and maintain specified minimum productivity and quality standards


Education and Experience


  • Completed post-secondary education
  • Canadian Investment Funds Course is an asset



Location(s):  Canada : Ontario : Toronto

As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. 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. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

Full time
Toronto, 08, CA