Overview
Client Service Administrative Associate Jobs in Vancouver, Canada at Scotiabank
Optimize client support as an Administrative Associate in Wealth Management tribute to operational success by enhancing client service and advisor support.
In this role located in Vancouver, British Columbia, you will assist Wealth Advisors by managing client inquiries and ensuring smooth administrative processes. You will play a pivotal role in executing trades, supporting portfolio reviews, and coordinating marketing activities to facilitate business growth. Strong communication and organizational skills are crucial for success.
Key Responsibilities:
• Facilitate effective client administration and issue resolution
• Support advisors with timely entry of client trades
• Coordinate marketing seminars and materials for business growth
• Manage tracking reports for advisor evaluations
• Foster cross-departmental relationships for improved service
Requirements:
• Experience with in the securities industry is a must
• Must be an approved Investment Representative (IR) with CIRO
• Outstanding communication skills, both verbal and written
• Proven organizational skills with attention to detail
• Self-motivated with good time-management abilities
Utilize your client service skills to support Scotiabank’s Wealth Management team effectively.
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Title: Client Service Administrative Associate
Company: Scotiabank
Location: Vancouver, Canada
Category:
