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Account Manager, Custody Services, Scotiatrust - Vancouver, BC
Location:
Vancouver
Description:
Requisition ID: 182996 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Account Manager position is responsible for delivering superior Custody Services to wealthy private clients, institutional investors and to the partners that clients work with including portfolio managers, accountants and other consultants, both internal and external to Scotiabank. The incumbent is client-centric with a strong proactive approach to managing relationships, acting as the first point of contact in the provision of account administration, portfolio reporting, and problem resolution. Key Job Accountabilities 1. Relationship Management & Client Service • Provide a best in class, proactive and personalized client experience to high net worth clients and firms engaged in asset management, exemplified by timely and accurate account administration coupled with demonstrated product expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns. • Proactively liaise with internal support groups (i. e. GWO, SWM-Operations), to investigate and resolve issues, escalating and referring matters to other resources where appropriate. • Coordinate new account openings, review and set-up client files in a timely and accurate manner, collecting and validating client documentation and AML/KYC materials. • Process or approve deposits, contributions, withdrawals, trade & forex and other client entries with a high degree of accuracy in accordance with policies, procedures and best practices. • Identify and elevate to the Market Lead new business opportunities that arise from the day-to-day management of account portfolios or interactions with clients and their partners. • Champions a customer focused culture to deepen client relationships and leverage the broader Bank relationship, systems and knowledge. 2. Risk Management • Understand how the Bank’s risk appetite and. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 14 on ListedBuy
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More About this Listing: Account Manager, Custody Services, Scotiatrust - Vancouver, BC
Account Manager, Custody Services, Scotiatrust - Vancouver, BC is a Other Art & Media Jobs Account Manager Job at Scotiabank located in United States. Find other listings like Account Manager, Custody Services, Scotiatrust - Vancouver, BC by searching Oodle for Other Art & Media Jobs Account Manager Jobs.
Account Manager, Custody Services, Scotiatrust - Vancouver, BC is a Other Art & Media Jobs Account Manager Job at Scotiabank located in United States. Find other listings like Account Manager, Custody Services, Scotiatrust - Vancouver, BC by searching Oodle for Other Art & Media Jobs Account Manager Jobs.