Join Scotiabank in Halifax as a Portfolio Administrator, where your client service skills will play a vital role in supporting Relationship Managers. This role emphasizes effective communication and operational excellence in portfolio management.
In this position, you will be an essential bridge between clients and Relationship Managers. You will handle client inquiries, manage account operations, and push business development initiatives. Additionally, your insights will drive process improvements aimed at enhancing client satisfaction and operational efficiency.
Key Responsibilities:
• Coordinate client interactions and onboarding processes
• Deliver timely client reporting and correspondence
• Support execution of marketing strategies for client retention




• Assist in compliance and risk management procedures
• Prepare meeting materials for business development initiatives
Requirements:
• Degree or diploma in Business or Finance
• At least two years of relevant experience
• Robust listening and interpersonal communication skills
• Ability to provide sales support
• Familiarity with Scotiabank’s investment products
Leverage your expertise in client service and portfolio management at Scotiabank in Halifax, ensuring a superior client experience.
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📌 Halifax Portfolio Administrator At Scotiabank Halifax Regional Municipality
🏢 Scotiabank
📍 Halifax Regional Municipality