Associate, Client Administration


Location: Toronto, ON, M5C2V9
Employee Type: full time
Experience: 0 - 2 years
Education: Associate degree
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;
  • 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;
  • 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;
  • 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.

    Please note: This role is a 6 month contract.


    Dynamic Funds is an affiliate of Scotiabank. 

    Addressing your financial needs as well as your overall health and well-being are top priorities at Scotiabank.

    We are committed to offering a competitive Total Rewards package.




Dynamic Funds
1 Adelaide Street East, 28th Floor

Toronto, ON M5C 2V9