Client Administration Associate, Dynamic Funds

Job title: Client Administration Associate, Dynamic Funds

Job description: Requisition ID: 136445

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada’s most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

As the successful candidate you will have the opportunity to…

• Report directly to Assistant Manager, Client Administration;
• Provide excellent service to clients by researching and resolving trading requests.

Accountabilities – What you’ll be doing:

• Process financial & non-financial mutual fund transactions;
• Responsible for the quality control of team tasks as required;
• Maintain a high level of service to our clients by ensuring that we ensure we process the client’s needs accurately and efficiently;
• Sort, scan, index incoming mail;
• 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 issues and develop workarounds/solutions;
• Work with Assistant Manager to define and enhance procedures;
• Work with Assistant Manager to ensure all team members are fully cross-trained;
• Work with team to provide proactive solutions to problems and potential issues;
• Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement;
• Participate in special projects/assignments; perform other duties as required.

What you need to succeed – We’d love to work with you if:

• Good call efficiency while maintaining quality customer service;
• Knowledge of industry databases (i.e. iFast, AWD) a definite asset;
• Minimum 2 to 3 years experience in customer service or backoffice environment;
• Good 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.

Location(s): Canada : Ontario : Toronto

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.

Company: Scotiabank

Expected salary:

Location: Toronto, ON

Job date: Sun, 19 Dec 2021 23:16:45 GMT

Job Source: Careerjet.ca

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