Drive client success as a Portfolio Administrator focused on delivering exceptional service and operational efficiency. Collaborate with Relationship Managers and enhance client experiences through proactive engagement.This pivotal role involves managing client relationships, ensuring compliance, and supporting the execution of wealth strategies. You will play an essential part in fostering client satisfaction while identifying opportunities for business development. Your contributions will help streamline operations and enhance the overall quality of service delivered.Key Responsibilities:• Deliver outstanding service as a primary point of contact• Prepare customized client reports and correspondence• Handle the client onboarding process efficiently• Support business development strategy with follow-ups• Monitor client needs and market developments closelyRequirements:• Degree in Business, Economics, Finance, or related fields• Two years of experience in client service roles• Strong relationship-building capabilities• Experience in managing sales support functions• Investment management knowledge is an advantageUtilize your organizational skills in portfolio administration to provide exceptional client experiences and contribute to growth opportunities effectively.#J-18808-Ljbffr
Client-Focused Portfolio Administrator Driving Operational Excellence
SCOTIABANK
whitby, whitby
Published 27 days ago
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