Elevate client experiences as a Portfolio Administrator at Scotiabank in Mississauga, Ontario. Provide vital support to Relationship Managers while enhancing operational excellence through client service.
In this role, the Portfolio Administrator engages directly with clients, ensuring seamless communication and management of client portfolios. You will assist in executing business development efforts while supporting the Relationship Managers. The focus is on delivering exceptional client service, complying with bank regulations, and optimizing processes to meet regional goals.
Key Responsibilities:
- Serve as primary contact for clients and Relationship Managers
- Respond to inquiries and execute cash management requests
- Prepare customized client reports and correspondence
- Manage the client onboarding process thoroughly
- Streamline processes for improved client engagement
Requirements:
- University degree or equivalent experience in finance
- Minimum two years of related industry experience
- Strong relationship management and communication skills
- Self-motivated with a goal-oriented mindset
- Knowledge of Scotia Wealth and SJF product offerings
Become integral to enhancing client satisfaction and operational efficiency at Scotiabank as a Portfolio Administrator.
Portfolio Administrator at Scotiabank in Oakville employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
