ScotiaMcLeod Client Service Associate

Join Scotia Mc Leod  as a Client Service Associate in Richmond, British Columbia, focusing on excellent customer administration and support for Wealth Advisors. Deliver exceptional service while handling administrative tasks.

In this essential role, you’ll ensure that clients receive top-notch service by managing administrative duties and facilitating trading processes for Wealth Advisors. Your responsibilities involve client interaction, responding to inquiries promptly, and supporting marketing initiatives that drive growth. Building solid working relationships across different departments will be crucial for achieving team goals and enhancing client satisfaction.

Key Responsibilities:

• Manage client administration and escalations effectively

• Assist advisors in executing trades and portfolio reviews

• Coordinate and promote marketing events and materials

• Support Wealth Advisors through performance tracking reports

• Foster relationships with various business contacts

Requirements:

• Experience in the securities field

• Must be a CIRO-approved Investment Representative

• Proficient communication skills both written and verbal

• High organizational skills and time management

• Strong dedication to client service excellence

Utilize your administrative expertise to enhance the wealth management experience for Scotia Mc Leod  clients.
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