Service Centre Specialist

Scotiabank • Toronto, ON

7d • Onsite

About The Position

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.

Requirements

• 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
• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level