Associate, Client Administration (15 positions)


Location: Toronto, ON, M5C 2V9
Employee Type: full time
Experience: 2 - 5 years
Education: Highschool GED
Travel Required: none


A Wealth of Opportunity awaits you at Dynamic Funds


As a successful candidate, you will have the opportunity to…


·          Report directly to Supervisor, Client Administration; and

·          Provide excellent service to clients by researching and resolving trading requests.


Key Responsibilities:


·          Clear/concise language, quick follow-ups as necessary;

·          Sort, scan, index incoming mail;

·          Process financial & non-financial mutual fund transactions;

·          Quality control of team tasks as required;

·          Improve team accuracy;

·          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 issues and develop workarounds/solutions;

·          Work with supervisor to define and enhance procedures;

·          Work with supervisor to ensure all team members are fully cross-trained;

·          Work with team to provide proactive solutions to problems and potential issues;

·          Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement; and

·          Participate in special projects/assignments; perform other duties as required.


Skills and Experience:


·          Good call efficiency while maintaining quality customer service;

·          Good understanding of Dynamic policy/procedure;

·          Minimum 2 to 3 years experience in customer service;

·          Knowledge of industry databases (i.e. IFast, AWD) a definite asset;

·          Good 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; and

·          Ability to meet and maintain specified minimum productivity and quality standards.


Please note: This role is a 6 month contract.


Dynamic Funds is managed by GCIC Ltd., an affiliate of Scotiabank.

Addressing your financial needs as well as your overall health and well-being are top priorities at the Scotiabank Group. We are committed to offering a competitive Total Rewards package.




Dynamic Funds