Excel in client service as a Portfolio Administrator at Scotiabank in Halifax, Nova Scotia. Support Relationship Managers while ensuring seamless portfolio management and client satisfaction.
The Portfolio Administrator role emphasizes delivering high-quality client interactions and effective process management. By understanding client needs and managing administrative tasks, you will play a crucial role in business development and compliance adherence.
Key Responsibilities: • Act as the key point of contact for client inquiries • Facilitate client onboarding and maintain records • Develop personalized client reports and service communications • Assist Relationship Managers with business development • Adhere to compliance requirements across operations
Requirements: • Bachelor's degree in Finance, Business, or Economics • Minimum two years in a similar role within financial services • Excellent relationship management and communication skills • Proven ability to manage complex information • Knowledge of Scotia Wealth product offerings
Utilize your skills to enhance client experiences within the agile environment at Scotiabank in Halifax. #J-18808-Ljbffr