Elevate your career with Scotiabank as a Portfolio Administrator focused on exceptional client service in Toronto.

Support Relationship

Managers by managing client accounts and enhancing operational processes. In this dedicated client servicing role, you'll work closely with Relationship Managers to deliver excellent service and execution of business development activities. This includes responding to client inquiries, managing portfolio administration tasks, and implementing client wealth strategies.

Your organizational skills will ensure accurate management of client information while enhancing the client experience. Key Responsibilities:

- Serve as the main client contact for Relationship Managers
- Manage client onboarding and account opening processes




- Prepare customized client reports and correspondence
- Escalate client issues to appropriate management
- Collaborate with internal partners for service delivery Requirements:
- University degree or equivalent in Business or Finance
- Minimum two years of industry experience
- Robust relationship management skills
- Proficient in financial planning and investment knowledge
- Excellent communication and interpersonal abilities Support Scotiabank's mission through effective portfolio administration and exceptional client service in Toronto.

📌 Client Service Portfolio Administrator at Scotiabank (Toronto)
🏢 Scotia Wealth Management
📍 Toronto