Requisition ID: 266868 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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.
 
Is this role right for you? In this role you will:

• 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 

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• 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

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.