Senior Service Centre Specialist

 
 
Requisition ID: #
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
 
As a Senior Service Centre Specialist, you will be responsible for supporting Canadian Wealth Management (CWM) Advisors, Advisor teams, and clients in all service-related inquiries. You will also provide level 1 technology support, matters of policy, and procedures with specific expertise in complex operational and regulatory practices and initiatives. The Senior Service Centre Specialist will ensure questions are addressed and fully resolved effectively and efficiently by conducting analysis and providing recommendations.
Is this role right for you? In this role you will:
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-Work with leadership to resolve complex, multi-faceted problems to meet the business needs of the CWM businesses
-Create 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 when required
-Assist Wealth Management employees and clients with questions and procedures via calls and emails
-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
-Perform trades and or interact with the field to support the team in meeting regulatory and department timelines
-Assist in analyzing, creating, and maintaining a variety of Excel reports
-Participate in annual projects and ad hoc initiatives
-Mentor new staff joining the team and provide training
 
The Must Haves:
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-At minimum, Completion of the Canadian Securities Course (CSC) is required  
-Completion of both the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset
-IIROC licensed as an Investment Representative is an asset
-2-3 years’ experience working in the financial services industry, specifically within Wealth Management
-An understanding of client onboarding and maintenance rules, regulations, and processes
-Experience working in an investment trading environment
-Strong knowledge of the operational processes and systems used in support of the Wealth Management business
-Experience working in an investment trading environment, with a knowledge of Wealth Applications such as Broadridge, SCORE, WealthOne, and Salesforce is an asset
-Bilingual (French/English) preferred
 
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
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-A focus on client experience and are service oriented
-Effective communication skills both written and verbal
-An ability to multi-task, change priorities as required, and work in a high-volume work environment
-Strong presentation skills
-The 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 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.