Full-Time service associate
Job Description
HollisWealth is a wholly owned subsidiary of Scotiabank and part of the Bank’s Global Wealth division. As one of Canada’s premier financial advisory networks, we provide diversified investment and wealth management services to individuals, families, corporations and foundations.
HollisWealth supports innovative wealth management through a network of independent advisors who operate under the HollisWealth brand. This advisory network consists of approximately 900 advisors of multiple regulated entities in over 400 locations across Canada.
At HollisWealth, we are dedicated to creating a positive working environment for employees and fostering a true business partnership with advisors. We believe our biggest asset is our people and we are committed to supporting all members of our business family – whether you join our corporate team or choose to work with us as an independent advisor. POSITION SUMMARY:
The Prestige Services Team is the primary support contact between the HollisWealth Head Office and HollisWealth Chairman’s and President’s Club Advisors across Canada. This team serves as a key point of reference for these high net worth Advisors, providing assistance and direction in all areas of our operations. It is a highly valued and dynamic team faced with new challenges every day.
KEY ACCOUNTABILITIES:
* Acts in a client services role between our top advisors and Head Office;
* Provides first level training and administration support by responding to and initiating contact, furnishing information regarding events, programs and new initiatives;
* Provides timely feedback and information to the sales force on a multi-tier level;
* Plays a key role on special projects requiring effort and attention beyond their daily activities. These projects may include:
– Systems Training & Support (Dataphile, FastAPPS);
– Website (Intranet) Training & Support;
QUALIFICATIONS:
* Strong financial services background – brokerage, banking or mutual funds industries experience required;
* Good computer skills – MS Windows, Excel, Word, Outlook; SalesForce
* CSC/CPH or IFIC designation
* Working knowledge of Dataphile or other industry recognized business applications;
* Minimum 3 years industry experience with an IIROC/MFDA firm, preferably in a client services or support capacity or operations or retail;
* Previous customer service skills within the financial services industry;
* General knowledge of Financial Services Back Office processing;
* Excellent communication skills, both written and spoken in French and English
* Must be able to work between the hours of 9am – 5pm.
To apply for this position please CLICK HEREScotiabank is an equal opportunity employer and welcomes applications from all interested parties. We thank you for your interest, however, only those candidates selected for an interview will be contacted. No agencies please.