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Account Associate
Location:
Vancouver
Description:
Requisition ID: 191766 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Account Associate, Custody Services, provides and delivers proactive administrative and client service support to Account Managers and client portfolios of various size and complexity, servicing wealthy private clients, institutional investors and partners including investment counsellors and consultants, both internal and external to Scotiabank. The Account Associate may support specific Account Managers directly or be part of a Central Unit that supports various functions on behalf of Custody teams and other Scotiatrust branches nationally, performing in compliance with governing regulations, internal policies and procedures. Accountabilities Assist the Account Manager or Central Team in providing a best in class, proactive and personalized client experience to high net worth clients and partners, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns. Provide effective back-up in the absence of the Account Manager or Account Associate peers by demonstrating a detailed knowledge of the accounts and/or administrative functions and by responding to the client and partner needs in a timely manner, referring matters to other resources where appropriate. Proactively liaise with internal support groups (ie. GWO, SWM-Operations), to investigate and resolve issues, while also collaborating and sharing knowledge with colleagues and partners on processes, policies, and procedures. Process new account openings, review and set-up client files in a timely and accurate manner. Assist with the collection and validation of client documentation and AML/KYC materials. Process deposits, contributions, withdrawals, trade & forex and other client entries with a high degree of accuracy. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
January 26 on ListedBuy
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More About this Listing: Account Associate
Account Associate is a Other Art & Media Jobs Account Associate Job at Scotiabank located in United States. Find other listings like Account Associate by searching Oodle for Other Art & Media Jobs Account Associate Jobs.
Account Associate is a Other Art & Media Jobs Account Associate Job at Scotiabank located in United States. Find other listings like Account Associate by searching Oodle for Other Art & Media Jobs Account Associate Jobs.