Fee Billing Service Representative

Requisition ID: 210478

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Fee Billing Service Representative is responsible for delivering an elevated level of service, supporting primarily internal clients, and is effective and efficient in all aspects of fee related matters and the processing of fees, and assisting in identifying opportunities for service and process improvements. The incumbent is also responsible for developing and managing relationships with internal and external partners and service providers to support and provide value to the business.

Is this role right for you? In this role you will:

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
• Provide comprehensive support to the field by acting as a subject matter expert for fees and providing guidance on all fee processes, policies, and systems
• Perform day-to-day activities related to fee processes and policies, ensuring all administrative resources are kept current
• Assist Lead Relationship Managers / Trust Officers with support on fee requests, inquiries, onboarding questions, and investigations
• Contribute to the effective functioning of the Account Transfers & Fee Based Operations team by building effective working relationships across the team and with various business lines
• Maintain an elevated level of customer service by facilitating a culture of open and honest communication
• Actively share knowledge and experience to enhance the development of all team members.
• Develop and share technical knowledge by expanding your knowledge of Scotiatrust and Private Investment Counsel fees and processes and liaising with business partners and keeping current on procedural changes and updates
• Assist the department with functions related to fee processing as required and when support is needed for escalated/time-sensitive matters
• Identify opportunities to enhance processes
• Ensure a high quality of customer service is provided to all clients by maintaining an elevated level of responsiveness and subject matter expertise
• Respond to inquiries on a timely basis, liaising with internal departments as required to resolve any fee issues
• Perform other duties as assigned by the Manager

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• University degree, college diploma or equivalent experience
• Preference given to candidates with strong knowledge and experience within retail wealth management (particularly full-service advisory, Private Investment Counsel, Scotia Trust Business lines)
• Completion of the Canadian Securities Course (CSC) is an asset
• Familiarity with a variety of enterprise system technologies (e.g., web-based, mainframe, AS/400, relational databases); experience with Broadridge, PureFacts/PureFees, or other securities brokerage applications is an asset
• A focus on client service providing a superior client experience for all clients
• Strong developed multi-tasking skills
• Exceptional time/priority management skills and are detail oriented
• Individually motivated with strong relationship building skills
• Effective communication skills with an ability to clearly communicate and simplify complex issues
• An ability to work under pressure, produce deliverables, and reflect high standards
• Good judgement, organizational and analytical skills
• An ability to creatively problem solve, resourcefully overcome obstacles, and manage priorities across several initiatives

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, 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. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.