Requisition ID: 103680
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
PURPOSE OF JOB
We are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.
This is an excellent opportunity for individuals who have a passion for finance and would like a career driven by customer service. The candidate must be fluent in English as well as French. Strong verbal and written communication skills are required.
As the successful candidate you will have the opportunity to provide excellent service to clients by researching and resolving trade requests & you will report directly to the Assistant Manager, Client Administration. All new employees to Client Administration will complete an on-the-job training program.
KEY ACCOUNTABILITIES
Maintain a high level of service to our clients by ensuring that we process the clients needs accurately and efficiently
Sort, scan, index, incoming mail
Process financial & non-financial mutual fund transactions
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 issue and develop workarounds/solutions
Work with Assistant Manager to define and enhance procedures
Work with team to provide proactive solutions to problems and potential issues
Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
Patriciate in special projects/assignments; perform other duties as required
FUNCTIONAL COMPETENCIES
Ability to speak in fluently in English and French would be an asset
Minimum 2 to 3 years experience in customer service or back office environment
Good call efficiency while maintaining quality customer service
Knowledge of industry databases (i.e iFAST, AWD)
Good mutual fund industry & 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
EDUCATIONAL REQUIREMENTS
Completed post-secondary education
Canadian Investment Funds Course is an asset
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.