Apply on Kit Job: kitjob.ca/job/2fry5m

Enhance client experiences as a dedicated Portfolio Administrator. Manage client onboarding, inquiries, and portfolio strategies to deliver top-notch service while addressing all client needs effectively.
This role involves directly supporting Relationship Managers with comprehensive client service. You'll take charge of account opening, annual reviews, and maintaining client information. Effective communication and organizational skills are essential for managing multiple tasks and ensuring compliance with operating regulations.
Key Responsibilities:
• Provide superior client service to Relationship Managers
• Manage client onboarding and account processes
• Respond promptly to client inquiries and requests




• Prepare customized correspondence and reports
• Identify opportunities for improved client experience
Requirements:
• Strong understanding of client service standards
• Excellent communication and interpersonal skills
• Detail-oriented with robust organizational skills
• Ability to prioritize multiple tasks effectively
• Knowledge of banking regulations and risk culture
Contribute your expertise in client service and portfolio management to support effective wealth strategies and operational efficiency.
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Apply on Kit Job: kitjob.ca/job/2fry5m

📌 Client-Focused Portfolio Administrator Position (Vancouver)
🏢 Scotiabank
📍 Vancouver